BAM

BTS Asset Management Portfolio holdings

AUM $73.9M
1-Year Est. Return 2.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+2.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83M
AUM Growth
-$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$21.7M
2 +$10.1M
3 +$592K
4
SDIV icon
Global X SuperDividend ETF
SDIV
+$563K
5
MRSH
Marsh
MRSH
+$489K

Top Sells

1 +$15.6M
2 +$15.2M
3 +$8.66M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$617K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$463K

Sector Composition

1 Communication Services 1.48%
2 Financials 1.41%
3 Consumer Staples 1.2%
4 Technology 0.96%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,095
52
-6,588