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
$518M
AUM Growth
-$4.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.93M
3
+$9.88M
4
BCE icon
BCE
BCE
+$9.09M
5
TU icon
Telus
TU
+$8.85M

Top Sells

1
+$14.6M
2
+$9.49M
3
+$9.37M
4
SCHW icon
Charles Schwab
SCHW
+$8.57M
5
BAC icon
Bank of America
BAC
+$8.25M

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
126
$185K 0.04%
+1,825
127
$175K 0.03%
3,005
-20,700
128
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3 4 5
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