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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
351
$9.99K 0.01%
38
352
$9.97K 0.01%
+220
353
$9.96K 0.01%
175
354
$9.95K 0.01%
+107
355
$9.83K 0.01%
+100
356
$9.82K 0.01%
+105
357
$9.76K 0.01%
+172
358
$9.64K 0.01%
+50
359
$9.61K 0.01%
54
+20
360
– –
-87
361
$9.56K 0.01%
+5
362
$9.5K 0.01%
50
363
$9.43K 0.01%
+100
364
$9.35K 0.01%
250
365
$9.33K 0.01%
120
366
$9.31K 0.01%
190
367
$9.25K 0.01%
120
368
$9.2K 0.01%
173
369
$9.14K 0.01%
+120
370
$9K 0.01%
613
371
$8.94K 0.01%
125
-41
372
$8.74K 0.01%
+68
373
$8.59K 0.01%
60
374
$8.54K 0.01%
+144
375
$8.46K 0.01%
100
-120
13 14
15
16 17