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
$279M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$920K
2
+$774K
3
+$318K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$257K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$250K

Top Sells

1
+$585K
2
+$500K
3
+$246K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$108K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$106K

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
– –
-6
277
– –
-5
278
– –
-150
279
– –
-30
280
– –
-2
281
– –
-8
282
– –
-12
283
– –
-4
284
– –
-4
285
– –
-27
286
– –
-3
287
– –
-9
288
– –
-15
289
– –
-3
290
– –
-3
291
– –
-3
292
– –
-5
293
– –
-3
294
– –
-9
295
– –
-2
296
– –
-2
297
– –
-2
298
– –
-8
299
– –
-1
300
– –
-2
10 11
12
13 14