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
251
$495 ﹤0.01%
+1
252
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+1
253
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+4
254
$487 ﹤0.01%
+2
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+2
256
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+1
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+2
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+2
259
$476 ﹤0.01%
8
-2
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261
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+8
262
$461 ﹤0.01%
+2
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$457 ﹤0.01%
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$453 ﹤0.01%
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$449 ﹤0.01%
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+9
267
$441 ﹤0.01%
+4
268
$437 ﹤0.01%
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272
$431 ﹤0.01%
+1
273
$425 ﹤0.01%
+3
274
$423 ﹤0.01%
+2
275
$413 ﹤0.01%
+11
9 10
11
12 13