BCM
BluePointe Capital Management Portfolio holdings
AUM
$262M
1-Year Est. Return
9.24%
1 Year Est. Return
+9.24%
AUM
$175M
AUM Growth
+$20.4M
(+13%)
Holding
101
Top Buys
| 1 | +$3.75M | |
| 2 | +$3.21M | |
| 3 | +$1.31M | |
| 4 |
Zscaler
ZS
|
+$1.23M |
| 5 |
Apple
AAPL
|
+$1.05M |
Top Sells
| 1 | +$908K | |
| 2 | +$707K | |
| 3 | +$512K | |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$469K |
| 5 |
Cisco
CSCO
|
+$454K |
Sector Composition
| 1 | Technology | 17.02% |
| 2 | Financials | 8.06% |
| 3 | Consumer Discretionary | 3.45% |
| 4 | Communication Services | 3.05% |
| 5 | Consumer Staples | 0.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Vanguard International Dividend Appreciation ETF
VIGI
$8.66B
| – | – |
-2,424
|
|