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
$157M
AUM Growth
-$977K
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 48.44%
2 Technology 42.89%
3 Financials 6.98%
4 Communication Services 1.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$75.9M 48.44%
2,814,375
2
$34.4M 21.95%
1,665,939
3
$32.8M 20.94%
1,855,000
4
$10.9M 6.98%
1,200,128
5
$2.64M 1.69%
1,398,371