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
$151M
AUM Growth
-$36.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$37.4M
2
+$1.41M

Top Sells

1
+$41.9M
2
+$36.9M

Sector Composition

1 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$112M 74.23%
462,357
-173,107
2
$37.4M 24.84%
+175,439
3
$1.41M 0.94%
+32,417
4
– –
0
5
– –
0
6
– –
-278,703