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
$54.6M
AUM Growth
+$40.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$13.8M
3
+$13.6M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$13.3M

Top Sells

1
+$14.2M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.9M 25.44%
+197,011
2
$13.8M 25.3%
+101,697
3
$13.6M 25%
+183,084
4
$13.3M 24.27%
+39,992
5
– –
-39,842