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
151
$4.23K ﹤0.01%
+50
152
$4.07K ﹤0.01%
+50
153
$3.8K ﹤0.01%
+100
154
$3.79K ﹤0.01%
+74
155
$3.43K ﹤0.01%
+100
156
$3.33K ﹤0.01%
+33
157
$3.25K ﹤0.01%
+86
158
$3.08K ﹤0.01%
+54
159
$3.06K ﹤0.01%
+30
160
$3.06K ﹤0.01%
+200
161
$2.85K ﹤0.01%
+28
162
$2.71K ﹤0.01%
+69
163
$2.71K ﹤0.01%
+15
164
$2.69K ﹤0.01%
+10
165
$2.68K ﹤0.01%
+11
166
$2.67K ﹤0.01%
+100
167
$2.24K ﹤0.01%
+15
168
$2.14K ﹤0.01%
+13
169
$2.08K ﹤0.01%
+102
170
$2.03K ﹤0.01%
+177
171
$1.98K ﹤0.01%
+160
172
$1.77K ﹤0.01%
+33
173
$1.71K ﹤0.01%
+49
174
$1.65K ﹤0.01%
+100
175
$1.64K ﹤0.01%
+2
5 6
7
8 9