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
$386M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$7.95M
2
+$7.17M
3
+$6.11M
4
SPG icon
Simon Property Group
SPG
+$5.83M
5
U icon
Unity
U
+$4.97M

Top Sells

1
+$10.1M
2
+$8.49M
3
+$7.82M
4
RIO icon
Rio Tinto
RIO
+$7.43M
5
KMI icon
Kinder Morgan
KMI
+$5.93M

Sector Composition

1 Financials 21.28%
2 Industrials 17.54%
3 Technology 16.1%
4 Energy 10.14%
5 Healthcare 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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