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
276
$413 ﹤0.01%
+2
277
$411 ﹤0.01%
5
278
$409 ﹤0.01%
15
279
$386 ﹤0.01%
11
280
$380 ﹤0.01%
2
-5
281
$370 ﹤0.01%
+2
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$369 ﹤0.01%
+6
283
$366 ﹤0.01%
17
284
$363 ﹤0.01%
+4
285
$363 ﹤0.01%
+4
286
$356 ﹤0.01%
+3
287
$353 ﹤0.01%
+5
288
$347 ﹤0.01%
+5
289
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+2
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$345 ﹤0.01%
+4
291
$331 ﹤0.01%
+4
292
$311 ﹤0.01%
+2
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$307 ﹤0.01%
+3
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$307 ﹤0.01%
+2
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$307 ﹤0.01%
+3
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$301 ﹤0.01%
+1
297
$295 ﹤0.01%
4
+1
298
$294 ﹤0.01%
+3
299
$293 ﹤0.01%
+1
300
$292 ﹤0.01%
+1
10 11
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