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
$1.18B
AUM Growth
+$76.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$28.8M
2
+$25.4M
3
+$23.9M
4
HCA icon
HCA Healthcare
HCA
+$23M
5
SPGI icon
S&P Global
SPGI
+$23M

Top Sells

1
+$26.6M
2
+$21.3M
3
+$20.5M
4
DHI icon
D.R. Horton
DHI
+$20.2M
5
OXY icon
Occidental Petroleum
OXY
+$19.8M

Sector Composition

1 Financials 28.75%
2 Industrials 14.41%
3 Technology 11.66%
4 Energy 6%
5 Materials 5.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
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-45,950
177
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179
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180
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181
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182
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-85,880
183
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-78,100
184
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-104,200
185
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-17,000
186
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-72,300
187
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-124,400
188
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-183,100
189
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-72,300
190
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-450,450
191
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-7,200
192
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-386,700
193
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-326,971
4 5 6 7
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