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
$253M
AUM Growth
+$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$691K
2
+$324K
3
+$268K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$178K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$157K

Top Sells

1
+$883K
2
+$313K
3
+$127K
4
AMZN icon
Amazon
AMZN
+$92.7K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$87.9K

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.95%
3 Consumer Staples 0.21%
4 Financials 0.17%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$22.4K 0.01%
3,112
77
$21.9K 0.01%
148
78
$21.7K 0.01%
62
79
$20.9K 0.01%
2,000
80
$18.2K 0.01%
58
81
$16.9K 0.01%
240
82
$16.1K 0.01%
288
83
$15.7K 0.01%
1,000
84
$12.6K 0.01%
24
85
$12.6K 0.01%
224
86
$12.2K ﹤0.01%
150
87
$11.3K ﹤0.01%
+75
88
$11.1K ﹤0.01%
492
89
$11.1K ﹤0.01%
76
90
$10.7K ﹤0.01%
200
-21
91
$9.94K ﹤0.01%
49
92
$9.59K ﹤0.01%
227
93
$9.43K ﹤0.01%
929
94
$9.26K ﹤0.01%
150
95
$8.85K ﹤0.01%
195
96
$8.52K ﹤0.01%
229
97
$7.55K ﹤0.01%
47
98
$7.39K ﹤0.01%
+158
99
$7.28K ﹤0.01%
129
-130
100
$7.17K ﹤0.01%
102
-819
2 3
4
5 6