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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
376
$8.34K 0.01%
+65
377
$8.29K 0.01%
+58
378
$8.14K 0.01%
65
379
$8.13K 0.01%
+154
380
$8.08K 0.01%
25
381
$8.07K 0.01%
120
382
$8.05K 0.01%
176
383
$8.03K 0.01%
+19
384
$7.99K 0.01%
225
385
$7.94K 0.01%
+35
386
$7.93K 0.01%
196
387
$7.92K 0.01%
52
388
$7.89K 0.01%
88
+8
389
$7.76K 0.01%
+40
390
$7.76K 0.01%
226
391
– –
0
392
$7.56K 0.01%
+32
393
$7.53K 0.01%
+48
394
$7.33K 0.01%
60
+39
395
$7.32K 0.01%
50
-70
396
$7.27K 0.01%
278
397
$7.23K 0.01%
387
398
$7.21K 0.01%
+305
399
$7.16K 0.01%
118
400
$7.15K 0.01%
+200
14 15
16
17 18