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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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRCY icon
176
Mercury Systems
MRCY
$7.22B
$168 ﹤0.01%
2
ZETA icon
177
Zeta Global
ZETA
$5.04B
$163 ﹤0.01%
9
VTIP icon
178
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$18.9B
$151 ﹤0.01%
3
USHY icon
179
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.1B
$112 ﹤0.01%
3
EFA icon
180
iShares MSCI EAFE ETF
EFA
$77.5B
$104 ﹤0.01%
1
ABEV icon
181
Ambev
ABEV
$50.4B
$98 ﹤0.01%
32
VISN
182
Vistance Networks Inc
VISN
$2.86B
$96 ﹤0.01%
5
DJP icon
183
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
$777M
$94 ﹤0.01%
2
VMBS icon
184
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.4B
$94 ﹤0.01%
2
VLTO icon
185
Veralto
VLTO
$20.5B
$91 ﹤0.01%
1
VCIT icon
186
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$84 ﹤0.01%
1
SCHP icon
187
Schwab US TIPS ETF
SCHP
$15.6B
$81 ﹤0.01%
3
KSS icon
188
Kohl's
KSS
$2.05B
$77 ﹤0.01%
5
NIO icon
189
NIO
NIO
$13.1B
$67 ﹤0.01%
10
PSKY
190
Paramount Skydance Corp
PSKY
$11.7B
$60 ﹤0.01%
5
VGNT
191
Versigent PLC
VGNT
$3.31B
$35 ﹤0.01%
+1
LCID icon
192
Lucid Motors
LCID
$2.03B
$27 ﹤0.01%
4
PTON icon
193
Peloton Interactive
PTON
$2.4B
$16 ﹤0.01%
3
GPRO icon
194
GoPro
GPRO
$133M
$12 ﹤0.01%
9
EAGG icon
195
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.82B
– –
-71,711
NVAX icon
196
Novavax
NVAX
$1.46B
$8 ﹤0.01%
1
UP icon
197
Wheels Up
UP
$299M
$5 ﹤0.01%
1
AMC icon
198
AMC Entertainment Holdings
AMC
$1.76B
$4 ﹤0.01%
2
AZN icon
199
AstraZeneca
AZN
$277B
– –
-1
EA icon
200
Electronic Arts
EA
$51B
– –
-76
5 6 7
8
9