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
$184M
AUM Growth
+$142M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1
+$64.6M
2
+$63.3M
3
+$19.1M

Top Sells

1
+$13.6M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$99.8M 54.38%
403,173
+255,823
2
$64.6M 35.19%
+209,517
3
$19.1M 10.43%
+183,194
4
– –
-62,100