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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
126
$4.93K ﹤0.01%
100
127
$4.88K ﹤0.01%
+63
128
$4.83K ﹤0.01%
14
+4
129
$4.44K ﹤0.01%
47
130
$4.43K ﹤0.01%
+75
131
$4.24K ﹤0.01%
100
132
$4.1K ﹤0.01%
7
133
$3.75K ﹤0.01%
100
134
$3.49K ﹤0.01%
214
+14
135
$3.22K ﹤0.01%
15
136
$2.8K ﹤0.01%
223
+16
137
$2.71K ﹤0.01%
+32
138
$2.69K ﹤0.01%
100
139
$2.54K ﹤0.01%
14
140
$2.47K ﹤0.01%
349
+28
141
$2.47K ﹤0.01%
+52
142
$1.98K ﹤0.01%
121
143
$1.94K ﹤0.01%
107
+10
144
$1.94K ﹤0.01%
109
+10
145
$1.92K ﹤0.01%
200
146
$1.91K ﹤0.01%
28
147
$1.75K ﹤0.01%
+7
148
$1.68K ﹤0.01%
22
+2
149
$1.64K ﹤0.01%
2
150
$1.64K ﹤0.01%
63
+11
4 5
6
7 8