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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
476
$2.01K ﹤0.01%
67
477
$1.77K ﹤0.01%
508
478
$1.64K ﹤0.01%
8
479
$1.59K ﹤0.01%
30
480
$1.56K ﹤0.01%
34
481
$1.55K ﹤0.01%
50
482
$1.47K ﹤0.01%
14
483
$1.26K ﹤0.01%
262
484
$1.2K ﹤0.01%
19
485
$1.17K ﹤0.01%
500
486
$1.02K ﹤0.01%
30
487
$960 ﹤0.01%
18
488
$932 ﹤0.01%
25
489
$925 ﹤0.01%
120
490
$865 ﹤0.01%
3
491
$862 ﹤0.01%
24
492
$772 ﹤0.01%
30
493
$743 ﹤0.01%
10
494
– –
-28
495
$692 ﹤0.01%
46
496
$682 ﹤0.01%
9
497
$664 ﹤0.01%
26
498
$653 ﹤0.01%
32
499
$652 ﹤0.01%
36
500
$571 ﹤0.01%
+17
18 19
20
21 22