BAM

Broadmark Asset Management Portfolio holdings

AUM $80.4M
1-Year Est. Return 29.98%
This Quarter Est. Return
1 Year Est. Return
+29.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$312M
AUM Growth
+$66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$97.3M
2
+$40.9M
3
+$40.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.09M

Top Sells

1
+$118M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$229M 73.47%
1,060,596
+449,624
2
$40.9M 13.11%
+344,920
3
$40.8M 13.06%
+328,377
4
$1.09M 0.35%
+5,000
5
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-660,869