BCM

Birch Capital Management Portfolio holdings

AUM $200M
1-Year Est. Return 12.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$2.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$526K
2
+$361K
3
+$188K
4
AMGN icon
Amgen
AMGN
+$154K
5
TSM icon
TSMC
TSM
+$123K

Top Sells

1
+$472K
2
+$336K
3
+$277K
4
CAH icon
Cardinal Health
CAH
+$239K
5
FISV
Fiserv Inc
FISV
+$224K

Sector Composition

1 Technology 35.03%
2 Healthcare 22.88%
3 Industrials 15.2%
4 Financials 13.96%
5 Energy 5.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.03K ﹤0.01%
30
77
$1.22K ﹤0.01%
17
78
$1.06K ﹤0.01%
36
79
$466 ﹤0.01%
40
80
$10 ﹤0.01%
22
81
– –
-2,765
82
– –
-500
83
– –
-1,533
1 2 3
4