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
$353M
AUM Growth
+$35.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$8.54M
2
+$7.54M
3
+$6.74M
4
IBM icon
IBM
IBM
+$6.57M
5
INTC icon
Intel
INTC
+$6.34M

Top Sells

1
+$9.1M
2
+$8.95M
3
+$7.27M
4
WMB icon
Williams Companies
WMB
+$7.22M
5
HES
Hess
HES
+$7.16M

Sector Composition

1 Technology 21.51%
2 Financials 20.73%
3 Energy 11.38%
4 Industrials 11.28%
5 Materials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$37.6K 0.01%
11,800
177
$33.8K 0.01%
240
178
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180
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181
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182
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-4,900
183
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184
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185
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-32,900
186
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187
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188
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189
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190
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-142
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192
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197
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198
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5 6 7
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