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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
NUEM icon
51
Nuveen ESG Emerging Markets Equity ETF
NUEM
$384M
$71.1K 0.02%
1,755
-213
BKNG icon
52
Booking.com
BKNG
$128B
$67.2K 0.02%
8,750
+8,400
BABA icon
53
Alibaba
BABA
$271B
$65.7K 0.02%
469
AVB icon
54
AvalonBay Communities
AVB
$26.5B
$65.1K 0.02%
369
VUG icon
55
Vanguard Growth ETF
VUG
$221B
$63.5K 0.02%
774
IWF icon
56
iShares Russell 1000 Growth ETF
IWF
$126B
$59.8K 0.02%
504
IWD icon
57
iShares Russell 1000 Value ETF
IWD
$76.7B
$58.2K 0.02%
256
VTV icon
58
Vanguard Value ETF
VTV
$183B
$57.8K 0.02%
283
ESS icon
59
Essex Property Trust
ESS
$18.2B
$57.1K 0.02%
221
VRT icon
60
Vertiv
VRT
$116B
$56.6K 0.02%
180
EQR icon
61
Equity Residential
EQR
$25.2B
$56.5K 0.02%
890
BND icon
62
Vanguard Total Bond Market
BND
$157B
$56K 0.02%
757
-243,343
TSLA icon
63
Tesla
TSLA
$1.53T
$51.9K 0.02%
132
-100
SBUX icon
64
Starbucks
SBUX
$117B
$51.2K 0.02%
517
-151
JPM icon
65
JPMorgan Chase
JPM
$859B
$48.2K 0.01%
152
-50
VOOG icon
66
Vanguard S&P 500 Growth ETF
VOOG
$25.5B
$38.6K 0.01%
504
GBTC icon
67
Grayscale Bitcoin Trust
GBTC
$9.57B
$38.1K 0.01%
643
+3
IJK icon
68
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$37K 0.01%
335
-12
RIVN icon
69
Rivian
RIVN
$22.5B
$36.9K 0.01%
2,181
-680
IJJ icon
70
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.71B
$35.4K 0.01%
249
-7
IWO icon
71
iShares Russell 2000 Growth ETF
IWO
$14.7B
$32.6K 0.01%
91
IWN icon
72
iShares Russell 2000 Value ETF
IWN
$14.3B
$32.6K 0.01%
157
JEPQ icon
73
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39.3B
$32K 0.01%
546
AGG icon
74
iShares Core US Aggregate Bond ETF
AGG
$137B
$31.4K 0.01%
314
+3
SHY icon
75
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$31.3K 0.01%
379
-85
1 2
3
4 5