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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
276
– –
-40
277
$19.2K 0.02%
282
278
$19.1K 0.02%
+115
279
$19.1K 0.02%
775
280
$18.9K 0.02%
226
281
– –
0
282
$18.5K 0.01%
82
283
$18.4K 0.01%
330
+200
284
$17.9K 0.01%
534
285
$17.8K 0.01%
150
286
$17.7K 0.01%
290
+100
287
$17.7K 0.01%
371
288
$17.6K 0.01%
561
+280
289
$17.6K 0.01%
+45
290
$17.5K 0.01%
156
291
$17.2K 0.01%
+18
292
$17.1K 0.01%
+750
293
$16.8K 0.01%
+40
294
$16.7K 0.01%
150
295
$16.7K 0.01%
83
+47
296
$16.3K 0.01%
29
297
$16.2K 0.01%
+162
298
$16.1K 0.01%
240
+208
299
$15.8K 0.01%
100
300
$15.8K 0.01%
100
10 11
12
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