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
$257M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$1.24M
3
+$1M
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$486K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$384K

Top Sells

1
+$1.36M
2
+$907K
3
+$635K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$571K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$450K

Sector Composition

1 Technology 1.25%
2 Consumer Discretionary 1.19%
3 Consumer Staples 0.22%
4 Financials 0.17%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$74.7K 0.03%
1,497
-9,006
52
$73.4K 0.03%
1,240
53
$70K 0.03%
+110
54
$66.9K 0.03%
221
-9
55
$64.4K 0.03%
383
56
$61.4K 0.02%
221
57
$60.7K 0.02%
890
58
$56.2K 0.02%
315
59
$54.9K 0.02%
103
60
$53.7K 0.02%
202
61
$53.4K 0.02%
100
62
$46.4K 0.02%
+796
63
$45.1K 0.02%
460
64
$43K 0.02%
525
+325
65
$40K 0.02%
508
66
$39.6K 0.02%
460
-78
67
$37.3K 0.01%
295
68
$35.7K 0.01%
2,861
+1,932
69
$34.7K 0.01%
358
-14,086
70
$33.4K 0.01%
523
71
$32.8K 0.01%
122
72
$27.3K 0.01%
867
73
$24.6K 0.01%
+200
74
$24K 0.01%
62
75
$23.7K 0.01%
809
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3
4 5