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
$65.9M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$33.2M
2
+$32.7M

Top Sells

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

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.2M 50.37%
+103,448
2
$32.7M 49.63%
+79,901
3
– –
-39,992
4
– –
-183,084
5
– –
-197,011
6
– –
-101,697