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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
326
$12.3K 0.01%
100
327
$12.2K 0.01%
110
328
$12.2K 0.01%
+70
329
$11.8K 0.01%
62
330
$11.7K 0.01%
15
331
$11.6K 0.01%
128
+84
332
$11.6K 0.01%
483
333
$11.3K 0.01%
313
334
$11.3K 0.01%
180
335
$11.3K 0.01%
257
+120
336
– –
-49
337
$11.1K 0.01%
567
338
$11.1K 0.01%
75
339
$11K 0.01%
100
340
$11K 0.01%
+146
341
$10.9K 0.01%
163
-66
342
$10.8K 0.01%
45
343
$10.7K 0.01%
+39
344
$10.6K 0.01%
70
345
$10.6K 0.01%
160
+78
346
$10.5K 0.01%
335
347
$10.3K 0.01%
93
348
$10.2K 0.01%
40
349
$10.1K 0.01%
16
350
$10.1K 0.01%
42
12 13
14
15 16