BMC
Bear Mountain Capital Portfolio holdings
AUM
$310M
1-Year Est. Return
13.4%
This Fund
S&P 500
1 Year Est. Return
+13.4%
AUM
$310M
AUM Growth
+$11.2M
(+3.8%)
Holding
329
Top Buys
| 1 | +$4.16M | |
| 2 | +$553K | |
| 3 | +$461K | |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$435K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$307K |
Top Sells
| 1 | +$2.77M | |
| 2 | +$329K | |
| 3 | +$223K | |
| 4 |
NVIDIA
NVDA
|
+$102K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$76.8K |
Sector Composition
| 1 | Technology | 1.3% |
| 2 | Consumer Discretionary | 1.18% |
| 3 | Communication Services | 0.36% |
| 4 | Consumer Staples | 0.32% |
| 5 | Industrials | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Viatris
VTRS
$15.6B
| – | – |
-24
|
|
||
327
Wells Fargo
WFC
$229B
| – | – |
-12
|
|
||
328
John Wiley & Sons Class B
WLYB
$1.9B
| – | – |
-100
|
|
||
329
Exxon Mobil
XOM
$651B
| – | – |
-50
|
|