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BCM

Birch Capital Management Portfolio holdings

AUM $191M
1-Year Est. Return 9.12%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+9.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$374K
2
+$371K
3
+$340K
4
CVS icon
CVS Health
CVS
+$319K
5
UPS icon
United Parcel Service
UPS
+$245K

Top Sells

1
+$229K
2
+$186K
3
+$152K
4
CAH icon
Cardinal Health
CAH
+$109K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$95.8K

Sector Composition

1 Healthcare 30.36%
2 Technology 24.81%
3 Financials 15%
4 Industrials 14.58%
5 Consumer Staples 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$30K 0.03%
600
77
$25K 0.02%
431
78
$18K 0.02%
100
79
$11K 0.01%
100
80
$5K ﹤0.01%
139
81
$5K ﹤0.01%
15
82
$4K ﹤0.01%
188
+2
83
$0 ﹤0.01%
+4
84
– –
-8
85
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0
86
$0 ﹤0.01%
+3
87
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0
88
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-5
89
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-3,988
90
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-1,103
91
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92
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0
93
$0 ﹤0.01%
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0
95
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96
$0 ﹤0.01%
+1
97
$0 ﹤0.01%
+1
98
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-370
99
$0 ﹤0.01%
+2
100
$0 ﹤0.01%
+5
1 2 3
4
5