We are live on ! Find out more
BAM

Broyhill Asset Management Portfolio holdings

AUM $102M
1-Year Est. Return 7.95%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+7.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
+$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$2.75M
3
+$2.56M
4
FISV
Fiserv Inc
FISV
+$1.18M
5
PM icon
Philip Morris
PM
+$882K

Top Sells

1
+$3.1M
2
+$2.17M
3
+$1.04M
4
FIS icon
Fidelity National Information Services
FIS
+$998K
5
NVG icon
Nuveen AMT-Free Municipal Credit Income Fund
NVG
+$882K

Sector Composition

1 Healthcare 17.9%
2 Technology 16.93%
3 Consumer Staples 12.17%
4 Consumer Discretionary 9.51%
5 Financials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$214K 0.19%
4,800
77
$202K 0.18%
793
-57
78
$114K 0.1%
10,000
79
$102K 0.09%
10,000
80
$63.8K 0.06%
12,575
81
– –
-940
82
– –
-1,510
83
– –
-79,498
1 2 3
4