BCM

Barometer Capital Management Portfolio holdings

AUM $362M
1-Year Est. Return 60.62%
This Quarter Est. Return
1 Year Est. Return
+60.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$518M
AUM Growth
-$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$12.2M
3
+$11.4M
4
TU icon
Telus
TU
+$10.9M
5
GXO icon
GXO Logistics
GXO
+$9.93M

Top Sells

1
+$14.6M
2
+$11.7M
3
+$9.49M
4
BAC icon
Bank of America
BAC
+$8.7M
5
SCHW icon
Charles Schwab
SCHW
+$8.57M

Sector Composition

1 Financials 29.57%
2 Technology 20.18%
3 Communication Services 9.99%
4 Industrials 9.87%
5 Energy 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.2M 1.2%
299,500
-84,300
27
$5.51M 1.06%
116,437
-83,601
28
$5.49M 1.06%
+84,940
29
$5.45M 1.05%
12,820
+1,540
30
$5.31M 1.02%
141,490
+65,370
31
$5.12M 0.99%
+72,959
32
$5.11M 0.98%
+35,800
33
$4.93M 0.95%
7,624
-9,394
34
$4.89M 0.94%
+30,700
35
$4.88M 0.94%
+8,038
36
$4.61M 0.89%
+30,433
37
$4.51M 0.87%
112,814
-126,086
38
$4.47M 0.86%
74,900
-6,600
39
$4.29M 0.83%
29,919
+14,864
40
$4.23M 0.82%
+33,500
41
$4.21M 0.81%
54,600
-85,100
42
$4.01M 0.77%
10,620
+2,220
43
$3.54M 0.68%
32,900
-27,600
44
$3.52M 0.68%
27,090
-1,242
45
$3.52M 0.68%
+18,147
46
$3.46M 0.67%
41,600
-140,538
47
$3.38M 0.65%
51,790
+2,290
48
$3.31M 0.64%
42,156
-824
49
$3.2M 0.62%
+7,139
50
$3.04M 0.59%
13,308
-26,868
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