BAMG
Brand Asset Management Group Portfolio holdings
AUM
$268M
1-Year Return
17.46%
This Quarter Return
-12.73%
1 Year Return
+17.46%
3 Year Return
+53.48%
5 Year Return
+76.28%
10 Year Return
–
AUM
$126M
AUM Growth
-$10.1M
(-7.4%)
Cap. Flow
+$6.91M
Cap. Flow
% of AUM
5.48%
Top 10 Holdings %
Top 10 Hldgs %
58.18%
Holding
286
New
18
Increased
48
Reduced
34
Closed
65
Top Buys
| 1 |
Schwab International Equity ETF
SCHF
|
$2.59M |
| 2 |
Schwab US Mid-Cap ETF
SCHM
|
$1.64M |
| 3 |
Schwab U.S Small- Cap ETF
SCHA
|
$1.55M |
| 4 |
Schwab International Small-Cap Equity ETF
SCHC
|
$1.46M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
$1.05M |
Top Sells
Sector Composition
| 1 | Healthcare | 2.31% |
| 2 | Financials | 1.24% |
| 3 | Consumer Staples | 0.89% |
| 4 | Industrials | 0.8% |
| 5 | Technology | 0.75% |
