BBCM

Boardman Bay Capital Management Portfolio holdings

AUM $60.1M
1-Year Est. Return 8.81%
This Quarter Est. Return
1 Year Est. Return
+8.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$58.7M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$2.83M
2
+$2.6M
3
+$2.42M
4
IPHI
INPHI CORPORATION
IPHI
+$2.2M
5
CRM icon
Salesforce
CRM
+$2.12M

Top Sells

1
+$2.88M
2
+$2.2M
3
+$1.7M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.18M
5
AMAT icon
Applied Materials
AMAT
+$1.09M

Sector Composition

1 Technology 74.17%
2 Communication Services 10.28%
3 Consumer Discretionary 5.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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-58,182
52
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-10,000
53
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-23,391
54
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-27,500
55
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-32,300
56
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-3,857
57
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0
58
– –
-1,500
59
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0
60
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0
61
– –
-18,000
62
– –
-42,986
63
– –
-7,548
64
– –
-12,500
1 2
3