top of page
Search

BAM Q1 Report

Updated: Jul 4, 2021

The portfolio finished with a total return of 5.88% YTD, outperforming the benchmark by 3.00%. The portfolio has 35 holdings, $90,677.72 AUM, and an average market cap of $52B.



 
 
 

Comments


Contact Us

Richard Betancourt, President 

rabetancourt@cpp.edu

General Meetings | Tuesdays | U-hour

Cal Poly Pomona 

3801 W Temple Ave, 

Pomona, CA 91768

© 2025 Student Managed Investment Club

  • Instagram
  • White LinkedIn Icon
bottom of page