BMC
Bear Mountain Capital Portfolio holdings
AUM
$279M
1-Year Return
11.56%
This Quarter Return
+7.78%
1 Year Return
+11.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$279M
AUM Growth
+$20.5M
(+7.9%)
Cap. Flow
+$1.03M
Cap. Flow
% of AUM
0.37%
Top 10 Holdings %
Top 10 Hldgs %
77.83%
Holding
347
New
3
Increased
32
Reduced
56
Closed
165
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$997K |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$849K |
| 3 |
Vanguard Total Bond Market
BND
|
$319K |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$275K |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$264K |
Top Sells
| 1 |
Vanguard Real Estate ETF
VNQ
|
$596K |
| 2 |
iShares National Muni Bond ETF
MUB
|
$497K |
| 3 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
$260K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$119K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
$112K |
Sector Composition
| 1 | Technology | 1.45% |
| 2 | Consumer Discretionary | 1.36% |
| 3 | Communication Services | 0.47% |
| 4 | Consumer Staples | 0.36% |
| 5 | Financials | 0.16% |
