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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
276
$182 ﹤0.01%
+2
277
$181 ﹤0.01%
+6
278
$180 ﹤0.01%
+4
279
$177 ﹤0.01%
+11
280
$175 ﹤0.01%
+9
281
$168 ﹤0.01%
+3
282
$165 ﹤0.01%
+1
283
$163 ﹤0.01%
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284
$158 ﹤0.01%
+8
285
$158 ﹤0.01%
+2
286
$154 ﹤0.01%
+3
287
$154 ﹤0.01%
+3
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$153 ﹤0.01%
+12
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$151 ﹤0.01%
3
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$149 ﹤0.01%
+7
291
$146 ﹤0.01%
+2
292
$144 ﹤0.01%
+19
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$142 ﹤0.01%
+5
294
$140 ﹤0.01%
+3
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$138 ﹤0.01%
+2
296
$137 ﹤0.01%
+2
297
$135 ﹤0.01%
+6
298
$133 ﹤0.01%
+9
299
$133 ﹤0.01%
+7
300
$131 ﹤0.01%
+6
10 11
12
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