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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
451
$3.79K ﹤0.01%
+35
452
$3.79K ﹤0.01%
108
453
$3.77K ﹤0.01%
25
-45
454
$3.73K ﹤0.01%
12
455
$3.61K ﹤0.01%
18
456
$3.58K ﹤0.01%
12
457
$3.47K ﹤0.01%
120
458
$3.45K ﹤0.01%
100
459
$3.35K ﹤0.01%
20
460
$3.35K ﹤0.01%
+80
461
$3.28K ﹤0.01%
+25
462
$3.22K ﹤0.01%
+80
463
$3.12K ﹤0.01%
9
464
$3.01K ﹤0.01%
7
465
$3.01K ﹤0.01%
100
466
$2.99K ﹤0.01%
16
467
$2.93K ﹤0.01%
250
468
$2.92K ﹤0.01%
50
469
$2.89K ﹤0.01%
+161
470
$2.89K ﹤0.01%
200
471
$2.81K ﹤0.01%
37
472
$2.74K ﹤0.01%
29
473
$2.37K ﹤0.01%
25
474
$2.13K ﹤0.01%
17
475
$2.05K ﹤0.01%
36
17 18
19
20 21