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
51
$2.94M 0.57%
90,627
-1,130
52
$2.62M 0.51%
27,100
+17,800
53
$2.44M 0.47%
102,700
+38,700
54
$2.44M 0.47%
24,900
+10,000
55
$2.39M 0.46%
+32,350
56
$2.31M 0.45%
55,300
+31,900
57
$2.07M 0.4%
6,480
+5,350
58
$1.93M 0.37%
40,600
+30,120
59
$1.69M 0.33%
21,400
+10,700
60
$1.68M 0.32%
+4,159
61
$1.61M 0.31%
18,900
+7,400
62
$1.53M 0.3%
9,300
-12,145
63
$1.51M 0.29%
31,200
+15,000
64
$1.5M 0.29%
28,400
-500
65
$1.48M 0.29%
+14,200
66
$1.48M 0.28%
8,400
+1,300
67
$1.46M 0.28%
+20,913
68
$1.44M 0.28%
15,500
+300
69
$1.39M 0.27%
20,500
-1,355
70
$1.39M 0.27%
+7,000
71
$1.36M 0.26%
46,500
+14,100
72
$1.34M 0.26%
55,100
-6,100
73
$1.33M 0.26%
6,783
74
$1.21M 0.23%
35,800
-2,400
75
$1.2M 0.23%
+41,900
1 2
3
4 5