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
$238M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
235
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M
2
+$27.1M
3
+$21.1M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$20.3M
5
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$18.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 1.21%
2 Consumer Discretionary 0.93%
3 Communication Services 0.31%
4 Consumer Staples 0.19%
5 Financials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$16K 0.01%
+34
102
$15.7K 0.01%
+350
103
$15.4K 0.01%
+186
104
$15.1K 0.01%
+25
105
$14.7K 0.01%
+750
106
$14.3K 0.01%
+288
107
$13.7K 0.01%
+450
108
$13.6K 0.01%
+70
109
$13.1K 0.01%
+22
110
$12.9K 0.01%
+300
111
$12.9K 0.01%
+305
112
$12K 0.01%
+40
113
$11.9K 0.01%
+140
114
$11.8K 0.01%
+113
115
$11.5K ﹤0.01%
+24
116
$11.2K ﹤0.01%
+350
117
$11.2K ﹤0.01%
+369
118
$10.6K ﹤0.01%
+40
119
$10.5K ﹤0.01%
+119
120
$10.4K ﹤0.01%
+76
121
$10.4K ﹤0.01%
+224
122
$9.96K ﹤0.01%
+165
123
$9.92K ﹤0.01%
+27
124
$9.83K ﹤0.01%
+225
125
$9.64K ﹤0.01%
+210
3 4
5
6 7