BCM

Barometer Capital Management Portfolio holdings

AUM $415M
1-Year Est. Return 86.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+86.92%
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
+$17.6M
2
+$17.1M
3
+$13.4M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$12.4M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$11.4M

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
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