We are live on ! Find out more
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
251
$249 ﹤0.01%
+3
252
$249 ﹤0.01%
24
253
$248 ﹤0.01%
+2
254
$247 ﹤0.01%
+9
255
$245 ﹤0.01%
+4
256
$244 ﹤0.01%
+16
257
$243 ﹤0.01%
+3
258
$234 ﹤0.01%
2
259
$234 ﹤0.01%
+8
260
$223 ﹤0.01%
+5
261
$219 ﹤0.01%
+7
262
$219 ﹤0.01%
+4
263
$219 ﹤0.01%
+1
264
$215 ﹤0.01%
+15
265
$206 ﹤0.01%
+25
266
$206 ﹤0.01%
+6
267
$204 ﹤0.01%
+3
268
$204 ﹤0.01%
4
269
$201 ﹤0.01%
+3
270
$196 ﹤0.01%
+21
271
$189 ﹤0.01%
24
+21
272
$189 ﹤0.01%
+1
273
$187 ﹤0.01%
+11
274
$183 ﹤0.01%
+12
275
$183 ﹤0.01%
+8
9 10
11
12 13