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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
$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
1
$45.4M 15.2%
618,504
+12,448
2
$35.7M 11.95%
57,828
-153
3
$26.8M 8.98%
249,255
+25,343
4
$24.4M 8.18%
402,510
+644
5
$24.4M 8.15%
319,306
-660
6
$20.8M 6.95%
259,181
+2,747
7
$18.1M 6.08%
241,758
+26,238
8
$16.9M 5.67%
310,623
-4,797
9
$12M 4.01%
46,539
+1,502
10
$9.13M 3.06%
99,381
+3,343
11
$7.73M 2.59%
155,029
+14,007
12
$5.48M 1.84%
8,128
13
$5.13M 1.72%
37,393
-506
14
$4.48M 1.5%
13,531
+1
15
$3.74M 1.25%
147,427
-9,361
16
$3.36M 1.12%
15,125
-13
17
$3.26M 1.09%
67,355
+4,755
18
$3.26M 1.09%
22,955
-416
19
$3.06M 1.02%
8,296
20
$2.99M 1%
42,411
-696
21
$2.26M 0.76%
47,386
+84
22
$2.01M 0.67%
45,680
-3,246
23
$1.73M 0.58%
9,566
+20
24
$1.63M 0.55%
3,157
-4
25
$1.29M 0.43%
1,926
1
2 3 4 5