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
$187M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$46.6M
2
+$36.9M

Top Sells

1
+$98.2M
2
+$38.4M

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$150M 80.18%
635,464
+197,608
2
$36.9M 19.75%
+278,703
3
– –
0
4
– –
-1,095,674
5
– –
0
6
– –
-728,188