We are live on ! Find out more
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
$299M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.93M
3
+$894K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$691K
5
VB icon
Vanguard Small-Cap ETF
VB
+$373K

Top Sells

1
+$247K
2
+$236K
3
+$158K
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$132K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$90.2K

Sector Composition

1 Technology 1.46%
2 Consumer Discretionary 1.26%
3 Communication Services 0.48%
4 Consumer Staples 0.34%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$78.1K 0.03%
469
52
$74K 0.02%
350
53
$69K 0.02%
369
54
$68.6K 0.02%
316
+1
55
$63.8K 0.02%
533
56
$63K 0.02%
103
57
$62.5K 0.02%
774
58
$61.8K 0.02%
208
+6
59
$60.7K 0.02%
1,046
60
$59.5K 0.02%
504
-4
61
$57.9K 0.02%
221
62
$57.2K 0.02%
100
63
$57K 0.02%
664
+4
64
$55.9K 0.02%
890
65
$55.9K 0.02%
637
+111
66
$53K 0.02%
283
67
$52.7K 0.02%
257
-2
68
$51K 0.02%
295
69
$48.6K 0.02%
210
+1
70
$41.8K 0.01%
300
-50
71
$41.6K 0.01%
122
72
$37.8K 0.01%
2,861
73
$36.5K 0.01%
504
74
$33.9K 0.01%
352
75
$33.6K 0.01%
258
1 2
3
4 5