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
126
$9.54K ﹤0.01%
+25
127
$8.75K ﹤0.01%
+62
128
$8.28K ﹤0.01%
+227
129
$8.07K ﹤0.01%
+37
130
$7.94K ﹤0.01%
+50
131
$7.67K ﹤0.01%
+229
132
$7.55K ﹤0.01%
+150
133
$7.09K ﹤0.01%
+60
134
$7.03K ﹤0.01%
+53
135
$6.91K ﹤0.01%
+40
136
$6.71K ﹤0.01%
+195
137
$6.47K ﹤0.01%
+200
138
$6.22K ﹤0.01%
+300
139
$6.22K ﹤0.01%
+30
140
$6.15K ﹤0.01%
+50
141
$6.1K ﹤0.01%
+125
142
$5.46K ﹤0.01%
+18
143
$5.4K ﹤0.01%
+40
144
$5.35K ﹤0.01%
+20
145
$5.2K ﹤0.01%
+10
146
$5.11K ﹤0.01%
+74
147
$4.8K ﹤0.01%
+40
148
$4.58K ﹤0.01%
+100
149
$4.44K ﹤0.01%
+113
150
$4.24K ﹤0.01%
+25
4 5
6
7 8