BMC
Bear Mountain Capital Portfolio holdings
AUM
$279M
1-Year Return
11.56%
This Quarter Return
+6.57%
1 Year Return
+11.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$253M
AUM Growth
+$7.48M
(+3%)
Cap. Flow
-$273K
Cap. Flow
% of AUM
-0.11%
Top 10 Holdings %
Top 10 Hldgs %
77.34%
Holding
192
New
10
Increased
19
Reduced
40
Closed
17
Top Buys
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$883K |
| 2 |
T-Mobile US
TMUS
|
$313K |
| 3 |
Cintas
CTAS
|
$127K |
| 4 |
Amazon
AMZN
|
$92.7K |
| 5 |
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% |
