BAM

BTS Asset Management Portfolio holdings

AUM $83M
1-Year Est. Return 4.16%
This Quarter Est. Return
1 Year Est. Return
+4.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$9.96M
2
+$9.95M
3
+$15K

Top Sells

1
+$29K
2
+$10K
3
+$8K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.96M 49.9%
83,364
+83,201
2
$9.96M 49.88%
+108,764
3
$29K 0.15%
273
4
$15K 0.08%
+140
5
– –
-924
6
– –
-136
7
– –
-86