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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
$299M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.93M
3
+$894K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$691K
5
VB icon
Vanguard Small-Cap ETF
VB
+$373K

Top Sells

1
+$247K
2
+$236K
3
+$158K
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$132K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$90.2K

Sector Composition

1 Technology 1.46%
2 Consumer Discretionary 1.26%
3 Communication Services 0.48%
4 Consumer Staples 0.34%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$343 ﹤0.01%
+1
227
$343 ﹤0.01%
+9
228
$342 ﹤0.01%
4
229
$336 ﹤0.01%
+4
230
$335 ﹤0.01%
20
231
$335 ﹤0.01%
+12
232
$334 ﹤0.01%
+5
233
$329 ﹤0.01%
+8
234
$326 ﹤0.01%
+14
235
$323 ﹤0.01%
4
236
$323 ﹤0.01%
+4
237
$313 ﹤0.01%
+6
238
$312 ﹤0.01%
5
239
$311 ﹤0.01%
+1
240
$309 ﹤0.01%
+5
241
$306 ﹤0.01%
+9
242
$306 ﹤0.01%
+4
243
$300 ﹤0.01%
+18
244
$292 ﹤0.01%
+16
245
$280 ﹤0.01%
+4
246
$269 ﹤0.01%
+13
247
$267 ﹤0.01%
+7
248
$265 ﹤0.01%
+8
249
$252 ﹤0.01%
+5
250
$251 ﹤0.01%
+2
8 9
10
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