BMC

Bear Mountain Capital Portfolio holdings

AUM $299M
1-Year Est. Return 9.8%
This Quarter Est. Return
1 Year Est. Return
+9.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$232M
AUM Growth
-$5.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
243
New
Increased
Reduced
Closed

Top Buys

1
+$174K
2
+$48.4K
3
+$31.8K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$21.6K
5
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$10.9K

Top Sells

1
+$2.28M
2
+$2.13M
3
+$883K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$880K
5
SUSA icon
iShares ESG Optimized MSCI USA ETF
SUSA
+$542K

Sector Composition

1 Technology 1.12%
2 Consumer Discretionary 1.08%
3 Communication Services 0.33%
4 Consumer Staples 0.21%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$108K 0.05%
986
-4
52
$97.1K 0.04%
400
53
$92.6K 0.04%
3,497
54
$92.4K 0.04%
325
55
$92K 0.04%
200
56
$76K 0.03%
744
-65
57
$69.8K 0.03%
1,240
58
$66.8K 0.03%
369
59
$61.5K 0.03%
248
-2
60
$61.2K 0.03%
419
-2
61
$57.7K 0.02%
940
62
$56.7K 0.02%
1,997
63
$54.4K 0.02%
302
64
$53.8K 0.02%
890
65
$53.6K 0.02%
315
-5
66
$53.5K 0.02%
915
67
$52.4K 0.02%
1,400
68
$51.4K 0.02%
221
69
$48.6K 0.02%
564
70
$43.9K 0.02%
103
71
$40K 0.02%
148
72
$38.8K 0.02%
508
73
$37.2K 0.02%
239
-142
74
$37K 0.02%
538
-4
75
$35.6K 0.02%
573
1 2
3
4 5