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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
$333M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$22.8M
3
+$2.91M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.28M
5
BKNG icon
Booking.com
BKNG
+$1.55M

Top Sells

1
+$23.8M
2
+$18.1M
3
+$3.44M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$276K
5
AMZN icon
Amazon
AMZN
+$198K

Sector Composition

1 Technology 1.18%
2 Consumer Discretionary 1.05%
3 Communication Services 0.32%
4 Consumer Staples 0.3%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MDY icon
26
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$1.35M 0.41%
2,019
EEM icon
27
iShares MSCI Emerging Markets ETF
EEM
$30.1B
$1.26M 0.38%
19,966
-90
MSFT icon
28
Microsoft
MSFT
$2.9T
$1.23M 0.37%
2,952
-69
IAGG icon
29
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$1.17M 0.35%
23,396
-221
IGSB icon
30
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$1.05M 0.32%
19,901
-335
COST icon
31
Costco
COST
$436B
$957K 0.29%
959
-43
IWR icon
32
iShares Russell Mid-Cap ETF
IWR
$55.6B
$694K 0.21%
6,635
-121
NFLX icon
33
Netflix
NFLX
$338B
$562K 0.17%
5,924
-146
AAPL icon
34
Apple
AAPL
$4.28T
$406K 0.12%
1,487
-86
BRK.B icon
35
Berkshire Hathaway Class B
BRK.B
$1.06T
$319K 0.1%
675
IYR icon
36
iShares US Real Estate ETF
IYR
$4.92B
$256K 0.08%
2,480
-271
MUB icon
37
iShares National Muni Bond ETF
MUB
$45.3B
$246K 0.07%
2,292
-221,131
CAT icon
38
Caterpillar
CAT
$419B
$238K 0.07%
298
GOOG icon
39
Alphabet (Google) Class C
GOOG
$4.37T
$215K 0.06%
640
-60
NTES icon
40
NetEase
NTES
$80.6B
$211K 0.06%
1,788
+10
IYF icon
41
iShares US Financials ETF
IYF
$3.64B
$151K 0.05%
1,200
RWX icon
42
State Street SPDR Dow Jones International Real Estate ETF
RWX
$268M
$135K 0.04%
4,686
-147
PLTR icon
43
Palantir
PLTR
$307B
$133K 0.04%
909
+26
AMD icon
44
Advanced Micro Devices
AMD
$834B
$110K 0.03%
400
VEU icon
45
Vanguard FTSE All-World ex-US ETF
VEU
$66.6B
$101K 0.03%
1,240
INTC icon
46
Intel
INTC
$626B
$88.6K 0.03%
1,348
-882
ADP icon
47
Automatic Data Processing
ADP
$90.4B
$80.9K 0.02%
400
BA icon
48
Boeing
BA
$173B
$80.6K 0.02%
358
+41
META icon
49
Meta Platforms (Facebook)
META
$1.44T
$73.8K 0.02%
110
IJR icon
50
iShares Core S&P Small-Cap ETF
IJR
$107B
$72.6K 0.02%
533
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