We are live on ! Find out more
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
151
$1.56K ﹤0.01%
22
+2
152
$1.55K ﹤0.01%
100
153
$1.54K ﹤0.01%
+41
154
$1.45K ﹤0.01%
+10
155
$1.42K ﹤0.01%
20
+3
156
$1.33K ﹤0.01%
+8
157
$1.27K ﹤0.01%
5
158
$1.24K ﹤0.01%
+24
159
$1.17K ﹤0.01%
14
160
$1.17K ﹤0.01%
+53
161
$1.14K ﹤0.01%
+42
162
$1.12K ﹤0.01%
+4
163
$1.02K ﹤0.01%
+12
164
$1.01K ﹤0.01%
+6
165
$920 ﹤0.01%
+2
166
$919 ﹤0.01%
+7
167
$886 ﹤0.01%
4
168
$862 ﹤0.01%
+9
169
$826 ﹤0.01%
+18
170
$810 ﹤0.01%
15
+4
171
$800 ﹤0.01%
+1
172
$783 ﹤0.01%
+6
173
$746 ﹤0.01%
50
174
$718 ﹤0.01%
30
175
$685 ﹤0.01%
9
5 6
7
8 9