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
176
$1.62K ﹤0.01%
+40
177
$1.53K ﹤0.01%
+150
178
$1.5K ﹤0.01%
+200
179
$1.37K ﹤0.01%
+20
180
$1.28K ﹤0.01%
+160
181
$1.24K ﹤0.01%
+50
182
$1.13K ﹤0.01%
+61
183
$1.12K ﹤0.01%
+30
184
$1K ﹤0.01%
+35
185
$973 ﹤0.01%
+25
186
$971 ﹤0.01%
+18
187
$940 ﹤0.01%
+5
188
$907 ﹤0.01%
+4
189
$876 ﹤0.01%
+260
190
$826 ﹤0.01%
+100
191
$797 ﹤0.01%
+5
192
$797 ﹤0.01%
+10
193
$782 ﹤0.01%
+8
194
$759 ﹤0.01%
+42
195
$733 ﹤0.01%
+25
196
$660 ﹤0.01%
+50
197
$627 ﹤0.01%
+20
198
$600 ﹤0.01%
+8
199
$518 ﹤0.01%
+30
200
$456 ﹤0.01%
+23
6 7
8
9 10