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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
426
$5.71K ﹤0.01%
160
427
$5.68K ﹤0.01%
+218
428
$5.68K ﹤0.01%
39
429
$5.6K ﹤0.01%
+115
430
$5.59K ﹤0.01%
+40
431
$5.52K ﹤0.01%
45
-55
432
$5.52K ﹤0.01%
+67
433
$5.48K ﹤0.01%
+87
434
$5.4K ﹤0.01%
+45
435
$5.31K ﹤0.01%
+100
436
– –
0
437
$5.13K ﹤0.01%
108
438
$4.93K ﹤0.01%
10
439
$4.89K ﹤0.01%
240
440
$4.73K ﹤0.01%
+110
441
$4.59K ﹤0.01%
+24
442
$4.53K ﹤0.01%
+140
443
$4.41K ﹤0.01%
+35
444
$4.26K ﹤0.01%
+65
445
$4.21K ﹤0.01%
31
446
$4.06K ﹤0.01%
20
447
$4.05K ﹤0.01%
39
-28
448
$3.93K ﹤0.01%
100
449
$3.92K ﹤0.01%
215
450
– –
0
16 17
18
19 20