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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
301
– –
0
302
$15.7K 0.01%
147
-10
303
$15.5K 0.01%
50
304
$15.4K 0.01%
700
305
$15.4K 0.01%
670
306
$15.3K 0.01%
186
+38
307
$15.2K 0.01%
109
+69
308
$15.1K 0.01%
+55
309
$14.9K 0.01%
50
310
$14.9K 0.01%
100
311
$14.8K 0.01%
400
312
$14.3K 0.01%
80
-140
313
$14K 0.01%
276
-434
314
$13.9K 0.01%
146
+75
315
$13.8K 0.01%
250
316
– –
0
317
$13.5K 0.01%
+72
318
$13.2K 0.01%
110
319
$13.2K 0.01%
99
+75
320
$13K 0.01%
200
321
$13K 0.01%
500
322
$13K 0.01%
+250
323
$12.9K 0.01%
500
+200
324
$12.5K 0.01%
503
325
$12.3K 0.01%
+182
11 12
13
14 15