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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
501
$553 ﹤0.01%
43
502
– –
0
503
$466 ﹤0.01%
20
504
$464 ﹤0.01%
60
505
$431 ﹤0.01%
9
506
$383 ﹤0.01%
14
507
$372 ﹤0.01%
48
508
$360 ﹤0.01%
31
509
$320 ﹤0.01%
19
510
$260 ﹤0.01%
36
511
$244 ﹤0.01%
15
512
$243 ﹤0.01%
10
513
– –
-9
514
$126 ﹤0.01%
100
515
$112 ﹤0.01%
9
516
$107 ﹤0.01%
69
517
$99 ﹤0.01%
7
518
$96 ﹤0.01%
30
519
$79 ﹤0.01%
50
520
$76 ﹤0.01%
28
521
$67 ﹤0.01%
26
522
$58 ﹤0.01%
8
523
$32 ﹤0.01%
3
524
$24 ﹤0.01%
4
525
$23 ﹤0.01%
2
19 20
21
22 23