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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
26
$1.25M 0.42%
14,223
-216
27
$1.21M 0.4%
2,019
28
$1.09M 0.36%
20,022
-3,155
29
$1M 0.34%
19,784
+71
30
$938K 0.31%
1,000
+1
31
$915K 0.31%
17,211
-1,021
32
$785K 0.26%
15,157
-1,225
33
$753K 0.25%
6,070
-70
34
$657K 0.22%
6,784
35
$415K 0.14%
1,578
+8
36
$332K 0.11%
675
37
$273K 0.09%
1,801
+7
38
$243K 0.08%
968
+1
39
$182K 0.06%
346
+1
40
$179K 0.06%
987
+3
41
$173K 0.06%
1,768
-70
42
$147K 0.05%
1,200
43
$132K 0.04%
4,734
-626
44
$120K 0.04%
163
+3
45
$114K 0.04%
400
46
$103K 0.03%
233
-18
47
$95.2K 0.03%
400
48
$89.7K 0.03%
1,240
49
$88K 0.03%
2,308
+354
50
$79.3K 0.03%
2,166
-317
1
2
3 4 5