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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
$253M
AUM Growth
+$7.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$689K
2
+$321K
3
+$268K
4
SCZ icon
iShares MSCI EAFE Small-Cap ETF
SCZ
+$175K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$155K

Top Sells

1
+$842K
2
+$313K
3
+$127K
4
AMZN icon
Amazon
AMZN
+$90.1K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$87.5K

Sector Composition

1 Technology 1.16%
2 Consumer Discretionary 0.95%
3 Consumer Staples 0.21%
4 Financials 0.17%
5 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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