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
$246M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
227
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$158K
3
+$150K
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$123K
5
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$84.2K

Top Sells

1
+$561K
2
+$398K
3
+$210K
4
NVDA icon
NVIDIA
NVDA
+$181K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$163K

Sector Composition

1 Technology 1.2%
2 Consumer Discretionary 1.05%
3 Communication Services 0.28%
4 Consumer Staples 0.23%
5 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$103K 0.04%
3,450
-47
52
$102K 0.04%
200
-40
53
$95.2K 0.04%
400
54
$94.4K 0.04%
380
+141
55
$92.2K 0.04%
325
56
$82.8K 0.03%
744
57
$75.8K 0.03%
1,240
58
$74.5K 0.03%
369
59
$68.4K 0.03%
248
60
$61.9K 0.03%
302
61
$61.6K 0.03%
385
-34
62
$60.6K 0.02%
221
63
$59.8K 0.02%
890
64
$58.7K 0.02%
1,997
65
$58.7K 0.02%
921
+6
66
$57.4K 0.02%
315
67
$55.3K 0.02%
1,400
68
$51K 0.02%
103
69
$44K 0.02%
100
-100
70
$42.9K 0.02%
538
71
$41.4K 0.02%
508
72
$36.7K 0.01%
573
73
$34.4K 0.01%
459
-105
74
$33.8K 0.01%
1,275
+12
75
$29.9K 0.01%
295
1 2
3
4 5