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
$16.8M
AUM Growth
-$2.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.25M
2
+$1.23M
3
+$22K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.4M 49.98%
67,739
-10,107
2
$8.36M 49.79%
88,615
-13,082
3
$40K 0.24%
682
4
– –
-121