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BCM

Boreal Capital Management Portfolio holdings

AUM $123M
1-Year Est. Return 13.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
+$3.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
569
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$745K
3
+$696K
4
IBIT icon
iShares Bitcoin Trust
IBIT
+$689K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$616K

Top Sells

1
+$2.92M
2
+$2.14M
3
+$1.57M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$988K

Sector Composition

1 Technology 20.39%
2 Financials 10.36%
3 Consumer Discretionary 7.8%
4 Communication Services 5.5%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40.1K 0.03%
+680
227
$38.6K 0.03%
791
+104
228
– –
0
229
$37K 0.03%
463
-194
230
$36.6K 0.03%
400
-50
231
$34.4K 0.03%
92
+62
232
$34.1K 0.03%
50
233
$33.3K 0.03%
100
234
$33.1K 0.03%
180
-120
235
$33K 0.03%
2,135
236
$33K 0.03%
103
237
$32.6K 0.03%
270
238
$32.4K 0.03%
+150
239
$32.3K 0.03%
932
+188
240
$31.4K 0.03%
1,500
241
$31.2K 0.03%
709
242
$31.1K 0.03%
390
243
– –
0
244
$30.5K 0.02%
364
+174
245
$30.2K 0.02%
115
246
$30K 0.02%
110
247
$29.3K 0.02%
+147
248
$28.6K 0.02%
30
249
$28.4K 0.02%
317
250
$28.1K 0.02%
373
+168
8 9
10
11 12