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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%