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
$187M
AUM Growth
+$30.6M
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 53.15%
2 Technology 33.47%
3 Financials 11.7%
4 Communication Services 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$99.6M 53.15%
2,814,375
2
$35.4M 18.91%
1,665,939
3
$27.3M 14.56%
1,855,000
4
$21.9M 11.7%
1,200,128
5
$3.15M 1.68%
1,398,371