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
$19M
AUM Growth
-$990K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$40K
2
+$22K

Top Sells

1
+$671K
2
+$656K
3
+$29K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$15K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.47M 49.91%
77,846
-5,518
2
$9.45M 49.77%
101,697
-7,067
3
$40K 0.21%
+682
4
$22K 0.12%
+121
5
– –
-273
6
– –
-140