BCM

Birch Capital Management Portfolio holdings

AUM $196M
1-Year Est. Return 6.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$460K
2
+$365K
3
+$330K
4
KMI icon
Kinder Morgan
KMI
+$161K
5
CVS icon
CVS Health
CVS
+$89.9K

Top Sells

1
+$560K
2
+$282K
3
+$260K
4
CBOE icon
Cboe Global Markets
CBOE
+$187K
5
UNH icon
UnitedHealth
UNH
+$132K

Sector Composition

1 Healthcare 27.87%
2 Technology 26.81%
3 Industrials 15.92%
4 Financials 14.67%
5 Consumer Staples 3.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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111
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114
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115
$0 ﹤0.01%
+4
1 2 3 4
5