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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
251
$28K 0.02%
160
252
$26.7K 0.02%
+650
253
$26.6K 0.02%
501
254
$25.6K 0.02%
230
255
$25.3K 0.02%
+225
256
$25.2K 0.02%
+349
257
$24.8K 0.02%
600
258
$24.7K 0.02%
253
259
$24.4K 0.02%
+480
260
$23.7K 0.02%
100
261
$23.3K 0.02%
164
-80
262
$23.2K 0.02%
180
263
$22.1K 0.02%
30
264
$21.9K 0.02%
+50
265
$21.5K 0.02%
1,252
266
– –
0
267
– –
0
268
$20.9K 0.02%
+40
269
$20.7K 0.02%
50
-50
270
– –
0
271
$20.7K 0.02%
400
272
$20.6K 0.02%
+97
273
$20.1K 0.02%
130
274
$19.8K 0.02%
400
275
$19.7K 0.02%
216
9 10
11
12 13