BPC

Bearing Point Capital Portfolio holdings

AUM $581M
1-Year Est. Return 26.7%
This Quarter Est. Return
1 Year Est. Return
+26.7%
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 +$2.4M
2 +$1.2M
3 +$965K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$794K
5
DHI icon
D.R. Horton
DHI
+$624K

Top Sells

1 +$2.49M
2 +$994K
3 +$925K
4
OKE icon
Oneok
OKE
+$873K
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%

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