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
$259M
AUM Growth
+$1.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
349
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$1.54M
3
+$893K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$733K
5
BND icon
Vanguard Total Bond Market
BND
+$691K

Top Sells

1
+$1.11M
2
+$169K
3
+$84.9K
4
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$69.7K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$60.6K

Sector Composition

1 Consumer Discretionary 1.22%
2 Technology 1.19%
3 Communication Services 0.48%
4 Consumer Staples 0.41%
5 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.09K ﹤0.01%
14
177
$1.08K ﹤0.01%
+7
178
$1.06K ﹤0.01%
+10
179
$1.06K ﹤0.01%
+16
180
$1.03K ﹤0.01%
+2
181
$1.02K ﹤0.01%
+30
182
$989 ﹤0.01%
+6
183
$987 ﹤0.01%
+15
184
$974 ﹤0.01%
+7
185
$935 ﹤0.01%
+1
186
$932 ﹤0.01%
+23
187
$926 ﹤0.01%
+5
188
$924 ﹤0.01%
52
+1
189
$918 ﹤0.01%
+8
190
$858 ﹤0.01%
+12
191
$856 ﹤0.01%
+2
192
$851 ﹤0.01%
+8
193
$842 ﹤0.01%
+4
194
$831 ﹤0.01%
+2
195
$831 ﹤0.01%
+10
196
$827 ﹤0.01%
+6
197
$824 ﹤0.01%
+5
198
$817 ﹤0.01%
12
+7
199
$802 ﹤0.01%
+7
200
$802 ﹤0.01%
+3
6 7
8
9 10