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BPC

Bearing Point Capital Portfolio holdings

AUM $638M
1-Year Est. Return 33.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+33.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$581M
AUM Growth
+$37.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.27M
3
+$907K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$794K
5
KKR icon
KKR & Co
KKR
+$635K

Top Sells

1
+$3.33M
2
+$994K
3
+$873K
4
AVGO icon
Broadcom
AVGO
+$861K
5
EMN icon
Eastman Chemical
EMN
+$700K

Sector Composition

1 Technology 22.91%
2 Financials 13.86%
3 Industrials 9.96%
4 Healthcare 6.82%
5 Consumer Discretionary 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$267K 0.05%
730
152
$255K 0.04%
7,000
153
$253K 0.04%
3,986
154
$251K 0.04%
3,800
155
$247K 0.04%
1,050
156
$245K 0.04%
2,925
+60
157
$231K 0.04%
4,060
158
$228K 0.04%
5,800
159
$227K 0.04%
4,213
160
$224K 0.04%
1,275
161
$211K 0.04%
+8,500
162
$209K 0.04%
+2,915
163
$208K 0.04%
+4,268
164
$202K 0.03%
7,149
165
– –
-2,305
166
– –
-9,380
167
– –
-2,228
168
– –
-809
169
– –
-20,429
170
– –
-10,695
171
– –
-40,450
3 4 5 6
7