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BMC

Bear Mountain Capital Portfolio holdings

AUM $333M
1-Year Est. Return 12.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$1.93M
3
+$894K
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$691K
5
VB icon
Vanguard Small-Cap ETF
VB
+$373K

Top Sells

1
+$247K
2
+$236K
3
+$158K
4
ESGE icon
iShares ESG Aware MSCI EM ETF
ESGE
+$132K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$90.2K

Sector Composition

1 Technology 1.46%
2 Consumer Discretionary 1.26%
3 Communication Services 0.48%
4 Consumer Staples 0.34%
5 Financials 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$31.4K 0.01%
378
-698
77
$31.3K 0.01%
309
-6
78
$30.9K 0.01%
161
+3
79
$29.9K 0.01%
91
80
$29.2K 0.01%
871
+4
81
$28.2K 0.01%
157
82
$28K 0.01%
160
+50
83
$25.7K 0.01%
100
84
$23.7K 0.01%
830
+7
85
$22.8K 0.01%
148
86
$20.7K 0.01%
250
+50
87
$19.8K 0.01%
126
88
$18.8K 0.01%
765
+5
89
$18.4K 0.01%
173
+2
90
$17.8K 0.01%
58
91
$16K 0.01%
236
+12
92
$15.2K 0.01%
76
93
$14.3K ﹤0.01%
102
+1
94
$14.1K ﹤0.01%
158
95
$14K ﹤0.01%
1,000
96
$13.2K ﹤0.01%
78
+3
97
$13K ﹤0.01%
51
98
$12.9K ﹤0.01%
100
99
$12.3K ﹤0.01%
175
+6
100
$12.1K ﹤0.01%
152
+2
2 3
4
5 6