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
$180M
AUM Growth
-$7.46M
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 60.7%
2 Technology 25.67%
3 Financials 11.47%
4 Communication Services 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$109M 60.7%
2,814,375
2
$31.2M 17.33%
1,665,939
3
$20.6M 11.47%
1,200,128
4
$15M 8.34%
1,855,000
5
$3.89M 2.16%
1,398,371