BC

Birchview Capital Portfolio holdings

AUM $171M
1-Year Est. Return 85.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+85.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
-$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$1.72M
2 +$1.43M
3 +$389K
4
ALBO
Albireo Pharma Inc
ALBO
+$291K
5
AMRN
Amarin Corp
AMRN
+$240K

Top Sells

1 +$769K
2 +$709K
3 +$193K
4
WKHS icon
Workhorse Group
WKHS
+$114K

Sector Composition

1 Healthcare 95.26%
2 Energy 1.16%
3 Consumer Discretionary 0.13%
4 Consumer Staples 0.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-10,000