BMC
Bear Mountain Capital Portfolio holdings
AUM
$279M
1-Year Return
11.56%
This Quarter Return
-0.3%
1 Year Return
+11.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$259M
AUM Growth
+$1.74M
(+0.68%)
Cap. Flow
+$8.46M
Cap. Flow
% of AUM
3.27%
Top 10 Holdings %
Top 10 Hldgs %
77.87%
Holding
349
New
173
Increased
59
Reduced
28
Closed
4
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$1.58M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$1.54M |
| 3 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$893K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$733K |
| 5 |
Vanguard Total Bond Market
BND
|
$691K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 1.22% |
| 2 | Technology | 1.19% |
| 3 | Communication Services | 0.48% |
| 4 | Consumer Staples | 0.41% |
| 5 | Financials | 0.21% |
