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
$14M
AUM Growth
-$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$1.41M
2
+$1.4M
3
+$40K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7M 50%
73,881
-14,734
2
$7M 50%
56,377
-11,362
3
– –
-682