BMC
Bear Mountain Capital Portfolio holdings
AUM
$279M
1-Year Return
11.56%
This Quarter Return
+4.33%
1 Year Return
+11.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$232M
AUM Growth
-$5.94M
(-2.5%)
Cap. Flow
-$9.44M
Cap. Flow
% of AUM
-4.07%
Top 10 Holdings %
Top 10 Hldgs %
76.97%
Holding
243
New
8
Increased
9
Reduced
66
Closed
19
Top Buys
| 1 |
iShares National Muni Bond ETF
MUB
|
$174K |
| 2 |
Vanguard Total Bond Market
BND
|
$48.4K |
| 3 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$31.8K |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$21.6K |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
$10.9K |
Top Sells
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.28M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$2.13M |
| 3 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$883K |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$880K |
| 5 |
iShares ESG Optimized MSCI USA ETF
SUSA
|
$542K |
Sector Composition
| 1 | Technology | 1.12% |
| 2 | Consumer Discretionary | 1.08% |
| 3 | Communication Services | 0.33% |
| 4 | Consumer Staples | 0.21% |
| 5 | Financials | 0.21% |
