BMC
Bear Mountain Capital Portfolio holdings
AUM
$279M
1-Year Return
11.56%
This Quarter Return
-2.58%
1 Year Return
+11.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$257M
AUM Growth
+$3.63M
(+1.4%)
Cap. Flow
+$3.32M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
78.08%
Holding
191
New
16
Increased
26
Reduced
32
Closed
16
Top Buys
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.36M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$907K |
| 3 |
Vanguard Mid-Cap ETF
VO
|
$635K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$571K |
| 5 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$450K |
Sector Composition
| 1 | Technology | 1.25% |
| 2 | Consumer Discretionary | 1.19% |
| 3 | Consumer Staples | 0.22% |
| 4 | Financials | 0.17% |
| 5 | Communication Services | 0.13% |
