BCM

BluePointe Capital Management Portfolio holdings

AUM $262M
1-Year Est. Return 9.24%
This Quarter Est. Return
1 Year Est. Return
+9.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$87.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$9.23M
3 +$7.73M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$5.77M
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$5.21M

Top Sells

1 +$3.17M
2 +$1.54M
3 +$1.47M
4
ZS icon
Zscaler
ZS
+$1.23M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1M

Sector Composition

1 Technology 12.57%
2 Financials 8.23%
3 Consumer Discretionary 3.13%
4 Communication Services 2.91%
5 Consumer Staples 0.75%