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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
301
$130 ﹤0.01%
+18
302
$126 ﹤0.01%
+2
303
$122 ﹤0.01%
+2
304
$116 ﹤0.01%
+5
305
$115 ﹤0.01%
+7
306
$104 ﹤0.01%
1
307
$102 ﹤0.01%
+5
308
$98 ﹤0.01%
+1
309
$95 ﹤0.01%
1
310
$90 ﹤0.01%
10
311
$87 ﹤0.01%
+4
312
$85 ﹤0.01%
5
313
$83 ﹤0.01%
+5
314
$79 ﹤0.01%
4
315
$78 ﹤0.01%
5
316
$72 ﹤0.01%
2
317
$69 ﹤0.01%
31
+1
318
$68 ﹤0.01%
10
319
$20 ﹤0.01%
9
320
$18 ﹤0.01%
1
321
$14 ﹤0.01%
+1
322
$8 ﹤0.01%
1
323
$6 ﹤0.01%
2
324
– –
-5
325
– –
-52
10 11 12
13
14