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BMC

Bear Mountain Capital Portfolio holdings

AUM $333M
1-Year Est. Return 12.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
-$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$176K
2
+$49.6K
3
+$31.7K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$21.8K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$9.72K

Top Sells

1
+$2.26M
2
+$2.14M
3
+$891K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$888K
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$546K

Sector Composition

1 Technology 1.12%
2 Consumer Discretionary 1.08%
3 Communication Services 0.33%
4 Consumer Staples 0.21%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
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