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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
101
$12K ﹤0.01%
+550
102
$11.5K ﹤0.01%
300
103
$11.5K ﹤0.01%
+114
104
$11K ﹤0.01%
222
105
$9.8K ﹤0.01%
3,112
106
$9.71K ﹤0.01%
198
+3
107
$9.51K ﹤0.01%
31
+2
108
$9.2K ﹤0.01%
105
+5
109
$9.19K ﹤0.01%
69
110
$9.08K ﹤0.01%
128
+1
111
$9.06K ﹤0.01%
+100
112
$8.82K ﹤0.01%
54
+4
113
$8.4K ﹤0.01%
100
114
$7.78K ﹤0.01%
+150
115
$7.14K ﹤0.01%
245
+10
116
$6.64K ﹤0.01%
17
+3
117
$6.61K ﹤0.01%
91
+5
118
$5.84K ﹤0.01%
200
119
$5.83K ﹤0.01%
235
+14
120
$5.64K ﹤0.01%
50
121
$5.6K ﹤0.01%
76
+2
122
$5.42K ﹤0.01%
18
123
$5.33K ﹤0.01%
84
+79
124
$5.16K ﹤0.01%
45
125
$5.06K ﹤0.01%
17
3 4
5
6 7