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
$238M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$27.1M
3
+$21.1M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$20.3M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$18.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.21%
2 Consumer Discretionary 0.93%
3 Communication Services 0.31%
4 Consumer Staples 0.19%
5 Financials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$37.6K 0.02%
+542
77
$37.5K 0.02%
+508
78
$36K 0.02%
+1,351
79
$35.9K 0.02%
+573
80
$34.1K 0.01%
+1,350
81
$30.6K 0.01%
+107
82
$30.5K 0.01%
+3,112
83
$26.1K 0.01%
+97
84
$25.9K 0.01%
+120
85
$25.2K 0.01%
+295
86
$24.3K 0.01%
+261
87
$24.3K 0.01%
+188
88
$24.2K 0.01%
+6,960
89
$23.2K 0.01%
+2,000
90
$23.2K 0.01%
+492
91
$22K 0.01%
+867
92
$21.8K 0.01%
+152
93
$21.1K 0.01%
+437
94
$20.3K 0.01%
+809
95
$20.3K 0.01%
+315
96
$19.8K 0.01%
+1,112
97
$19.7K 0.01%
+1,090
98
$19.3K 0.01%
+228
99
$17.8K 0.01%
+966
100
$16.9K 0.01%
+105
2 3
4
5 6