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
76
$29.7K 0.01%
6,960
77
$27.8K 0.01%
3,112
78
$27.1K 0.01%
976
79
$26.5K 0.01%
188
80
$23.7K 0.01%
315
81
$23K 0.01%
148
82
$22.7K 0.01%
867
83
$21.4K 0.01%
62
+32
84
$20.8K 0.01%
809
85
$19.1K 0.01%
2,000
86
$17K 0.01%
492
87
$16.8K 0.01%
929
-622
88
$15.5K 0.01%
240
-700
89
$15.5K 0.01%
288
90
$15.4K 0.01%
115
91
$14.7K 0.01%
58
-90
92
$14.4K 0.01%
259
93
$12.9K 0.01%
646
94
$12.4K 0.01%
573
95
$11.8K ﹤0.01%
224
96
$11.7K ﹤0.01%
1,000
+800
97
$11.5K ﹤0.01%
300
98
$11.1K ﹤0.01%
76
99
$10.4K ﹤0.01%
150
100
$10.4K ﹤0.01%
24
2 3
4
5 6