BAM
BTS Asset Management Portfolio holdings
AUM
$78M
1-Year Est. Return
1.53%
1 Year Est. Return
+1.53%
AUM
$83M
AUM Growth
-$5.52M
(-6.2%)
Holding
52
Top Buys
| 1 | +$22.1M | |
| 2 | +$10.2M | |
| 3 | +$604K | |
| 4 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$603K |
| 5 |
Marsh & McLennan
MMC
|
+$473K |
Top Sells
| 1 | +$15.6M | |
| 2 | +$15.2M | |
| 3 | +$8.85M | |
| 4 |
State Street Blackstone Senior Loan ETF
SRLN
|
+$617K |
| 5 |
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
Vanguard Small-Cap Value ETF
VBR
$31B
| – | – |
-1,095
|
|
||
52
Energy Select Sector SPDR Fund
XLE
$27.2B
| – | – |
-3,294
|
|