BMC

Bear Mountain Capital Portfolio holdings

AUM $299M
1-Year Est. Return 9.8%
This Quarter Est. Return
1 Year Est. Return
+9.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$259M
AUM Growth
+$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.54M
3
+$893K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$733K
5
BND icon
Vanguard Total Bond Market
BND
+$691K

Top Sells

1
+$1.11M
2
+$169K
3
+$84.9K
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$69.7K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$60.6K

Sector Composition

1 Consumer Discretionary 1.22%
2 Technology 1.19%
3 Communication Services 0.48%
4 Consumer Staples 0.41%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$586 ﹤0.01%
+2
227
$578 ﹤0.01%
+2
228
$574 ﹤0.01%
+3
229
$573 ﹤0.01%
20
230
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+6
231
$569 ﹤0.01%
+4
232
$564 ﹤0.01%
+1
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$561 ﹤0.01%
+9
234
$556 ﹤0.01%
+7
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$553 ﹤0.01%
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13
+8
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$546 ﹤0.01%
+2
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$546 ﹤0.01%
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$541 ﹤0.01%
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$539 ﹤0.01%
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241
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242
$534 ﹤0.01%
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243
$521 ﹤0.01%
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244
$521 ﹤0.01%
30
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$520 ﹤0.01%
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+2
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$508 ﹤0.01%
+10
248
$500 ﹤0.01%
+2
249
$500 ﹤0.01%
23
250
$495 ﹤0.01%
+4
8 9
10
11 12