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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
$333M
AUM Growth
+$22.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1 +$27.7M
2 +$22.8M
3 +$2.91M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$2.28M
5
BKNG icon
Booking.com
BKNG
+$1.55M

Top Sells

1 +$23.8M
2 +$18.1M
3 +$3.44M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$276K
5
AMZN icon
Amazon
AMZN
+$198K

Sector Composition

1 Technology 1.18%
2 Consumer Discretionary 1.05%
3 Communication Services 0.32%
4 Consumer Staples 0.3%
5 Industrials 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AVAV icon
101
AeroVironment
AVAV
$8.63B
$7.89K ﹤0.01%
40
+20
SMR icon
102
NuScale Power
SMR
$3.42B
$7.67K ﹤0.01%
600
ONDS icon
103
Ondas Inc
ONDS
$4.83B
$7.51K ﹤0.01%
700
+300
SHOP icon
104
Shopify
SHOP
$140B
$7.24K ﹤0.01%
54
+2
OMER icon
105
Omeros
OMER
$632M
$6.53K ﹤0.01%
+485
AMGN icon
106
Amgen
AMGN
$192B
$6.3K ﹤0.01%
18
EXPE icon
107
Expedia Group
EXPE
$27B
$5.74K ﹤0.01%
+21
IAU icon
108
iShares Gold Trust
IAU
$65.4B
$5.71K ﹤0.01%
63
BMNR
109
BitMine Immersion Technologies
BMNR
$9.18B
$5.63K ﹤0.01%
250
MCD icon
110
McDonald's
MCD
$202B
$5.22K ﹤0.01%
17
-23
GE icon
111
GE Aerospace
GE
$350B
$5.17K ﹤0.01%
17
HD icon
112
Home Depot
HD
$327B
$4.91K ﹤0.01%
14
MOS icon
113
The Mosaic Company
MOS
$7.21B
$4.82K ﹤0.01%
200
GEV icon
114
GE Vernova
GEV
$253B
$3.96K ﹤0.01%
4
AXP icon
115
American Express
AXP
$222B
$3.82K ﹤0.01%
12
+1
IBIT icon
116
iShares Bitcoin Trust
IBIT
$49.2B
$3.63K ﹤0.01%
84
CMG icon
117
Chipotle Mexican Grill
CMG
$41.3B
$3.58K ﹤0.01%
100
WM icon
118
Waste Management
WM
$88.1B
$3.36K ﹤0.01%
15
QTUM icon
119
Defiance Quantum ETF
QTUM
$5.96B
$3.27K ﹤0.01%
+25
F icon
120
Ford
F
$59.1B
$3.25K ﹤0.01%
253
+14
PATH icon
121
UiPath
PATH
$5.47B
$2.5K ﹤0.01%
237
+13
ICLN icon
122
iShares Global Clean Energy ETF
ICLN
$3.04B
$2.4K ﹤0.01%
122
LULU icon
123
lululemon athletica
LULU
$13.5B
$2.33K ﹤0.01%
14
EQIX icon
124
Equinix
EQIX
$104B
$2.21K ﹤0.01%
2
RC
125
Ready Capital
RC
$279M
$2.18K ﹤0.01%
1,092