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
51
$110K 0.1%
10,560
-5,000
52
$107K 0.09%
+10,000
53
$100K 0.09%
10,000
54
$98.6K 0.09%
+20,000
55
$76.5K 0.07%
50,000
56
$74.7K 0.06%
15,833
-2,000
57
$62.8K 0.05%
28,800
58
$58.9K 0.05%
16,000
59
$47.2K 0.04%
10,000
60
$6.77K 0.01%
667
61
$1.21K ﹤0.01%
6
62
– –
-5,849
63
– –
-80,000
64
– –
-158,094
65
– –
-133,050
1 2
3