BC

Birchview Capital Portfolio holdings

AUM $101M
1-Year Est. Return 34.62%
This Quarter Est. Return
1 Year Est. Return
+34.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
+$7.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.27M
3
+$684K
4
ATEC icon
Alphatec Holdings
ATEC
+$612K
5
KALV icon
KalVista Pharmaceuticals
KALV
+$417K

Top Sells

1
+$4.27M
2
+$3.47M
3
+$1.73M
4
NBIX icon
Neurocrine Biosciences
NBIX
+$1.38M
5
ELUT icon
Elutia
ELUT
+$878K

Sector Composition

1 Healthcare 97.17%
2 Energy 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$677K 0.59%
30,000
27
$572K 0.5%
10,000
28
$556K 0.48%
325,239
29
$528K 0.46%
10,000
30
$503K 0.44%
32,110
+20,000
31
$406K 0.35%
7,000
32
$404K 0.35%
14,000
33
$396K 0.34%
+68,350
34
$394K 0.34%
10,000
35
$390K 0.34%
31,322
36
$387K 0.34%
372,000
+102,000
37
$369K 0.32%
15,000
38
$369K 0.32%
22,000
39
$368K 0.32%
7,365
40
$359K 0.31%
4,000
41
$335K 0.29%
20,000
42
$328K 0.28%
40,000
43
$320K 0.28%
10,000
44
$313K 0.27%
20,000
45
$312K 0.27%
2,500
46
$304K 0.26%
40,000
47
$299K 0.26%
28,000
48
$250K 0.22%
+2,700
49
$247K 0.21%
12,300
50
$136K 0.12%
138,176
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2
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