BCM

Bond Capital Management Portfolio holdings

AUM $207M
1-Year Est. Return 14.11%
This Quarter Est. Return
1 Year Est. Return
+14.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
-$4.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 52.03%
2 Technology 34.31%
3 Financials 11.11%
4 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$92.9M 52.03%
2,814,375
2
$38.6M 21.62%
1,665,939
3
$22.6M 12.68%
1,855,000
4
$19.8M 11.11%
1,200,128
5
$4.56M 2.55%
1,398,371