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
$257M
AUM Growth
+$3.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$1.24M
3
+$1M
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$486K
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$384K

Top Sells

1
+$1.36M
2
+$907K
3
+$635K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$571K
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$450K

Sector Composition

1 Technology 1.25%
2 Consumer Discretionary 1.19%
3 Consumer Staples 0.22%
4 Financials 0.17%
5 Communication Services 0.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23.6K 0.01%
240
77
$23.1K 0.01%
148
78
$22.8K 0.01%
278
-37
79
$22.5K 0.01%
2,000
80
$21.2K 0.01%
3,112
81
$20.4K 0.01%
+85
82
$18.6K 0.01%
126
-62
83
$17.4K 0.01%
+600
84
$16.5K 0.01%
58
85
$16.3K 0.01%
757
+265
86
$15.9K 0.01%
170
+20
87
$14K 0.01%
240
-15,566
88
$13.6K 0.01%
+350
89
$13.4K 0.01%
195
90
$13.1K 0.01%
224
91
$12.4K ﹤0.01%
75
92
$11.6K ﹤0.01%
150
93
$10.8K ﹤0.01%
49
94
$9.01K ﹤0.01%
76
95
$8.69K ﹤0.01%
158
96
$8.66K ﹤0.01%
+25
97
$7.17K ﹤0.01%
1,000
98
$6.85K ﹤0.01%
65
99
$6.45K ﹤0.01%
47
100
$6.32K ﹤0.01%
300
2 3
4
5 6