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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
401
$7.14K 0.01%
218
402
$7.1K 0.01%
142
403
$6.98K 0.01%
25
404
$6.96K 0.01%
9
405
$6.88K 0.01%
300
406
$6.88K 0.01%
75
407
$6.87K 0.01%
200
408
$6.85K 0.01%
194
409
$6.75K 0.01%
150
410
$6.74K 0.01%
34
411
$6.68K 0.01%
89
412
$6.6K 0.01%
31
413
$6.57K 0.01%
120
414
$6.53K 0.01%
+79
415
$6.5K 0.01%
322
-100
416
$6.43K 0.01%
84
417
$6.41K 0.01%
+59
418
$6.38K 0.01%
+142
419
$6.28K 0.01%
59
420
$6.08K ﹤0.01%
+560
421
$6.01K ﹤0.01%
20
-100
422
$5.95K ﹤0.01%
+34
423
$5.93K ﹤0.01%
+30
424
$5.85K ﹤0.01%
+72
425
$5.78K ﹤0.01%
80
15 16
17
18 19