BCM

Bond Capital Management Portfolio holdings

AUM $216M
1-Year Est. Return 47.78%
This Quarter Est. Return
1 Year Est. Return
+47.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
-$98.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$45.2M
2
+$38.1M

Sector Composition

1 Technology 51.64%
2 Consumer Discretionary 30.63%
3 Financials 15.08%
4 Communication Services 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$45.2M 30.63%
2,814,375
-2,814,375
2
$38.1M 25.83%
1,665,939
-1,665,940
3
$38.1M 25.81%
1,855,000
4
$22.2M 15.08%
1,200,128
5
$3.9M 2.65%
1,398,371