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
$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
151
– –
-30,200
152
– –
-164,000
153
– –
-11,610
154
– –
-22,349
155
– –
-117,975
156
– –
-26,590
157
– –
-4,400
158
– –
-231,342
159
– –
-259,454
160
– –
-5,934
161
– –
-3,966
162
– –
-25,100
163
– –
-295
164
– –
-147,841
165
– –
-15,200
3 4 5 6
7