BCM

Barometer Capital Management Portfolio holdings

AUM $437M
1-Year Est. Return 72.18%
This Quarter Est. Return
1 Year Est. Return
+72.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$336M
AUM Growth
-$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$21.1M
2
+$19.1M
3
+$17.2M
4
AQN icon
Algonquin Power & Utilities
AQN
+$11.6M
5
AMT icon
American Tower
AMT
+$10.2M

Top Sells

1
+$21.3M
2
+$19.1M
3
+$18.9M
4
BAC icon
Bank of America
BAC
+$17.5M
5
JPM icon
JPMorgan Chase
JPM
+$16.8M

Sector Composition

1 Communication Services 12.7%
2 Financials 11.13%
3 Consumer Staples 10.68%
4 Materials 10.25%
5 Technology 8.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.37%
15,400
+3,500
52
$1.22M 0.36%
40,200
-21,000
53
$1.2M 0.36%
14,300
+1,400
54
$1.19M 0.36%
+21,900
55
$1.18M 0.35%
+8,000
56
$1.16M 0.34%
+44,875
57
$1.15M 0.34%
18,800
-7,600
58
$1.14M 0.34%
32,005
-5,295
59
$1.13M 0.33%
+9,100
60
$1.08M 0.32%
22,500
-14,800
61
$941K 0.28%
33,500
-20,700
62
$923K 0.27%
57,100
-65,500
63
$911K 0.27%
+19,900
64
$906K 0.27%
62,200
-102,800
65
$757K 0.23%
+17,200
66
$749K 0.22%
29,700
-16,100
67
$608K 0.18%
16,200
-9,600
68
$602K 0.18%
+19,000
69
$556K 0.17%
+12,900
70
$555K 0.17%
188
-1,370
71
$519K 0.15%
6,700
-4,200
72
$517K 0.15%
15,000
-9,000
73
$507K 0.15%
+13,600
74
$477K 0.14%
+1,500
75
$463K 0.14%
14,785
-200
1 2
3
4 5