We are live on
!
Find out more
BCM
Boreal Capital Management Portfolio holdings
AUM
$123M
1-Year Est. Return
13.64%
This Fund
S&P 500
1 Year Est. Return
+13.64%
AUM
$123M
AUM Growth
-$9.61M
(-7.3%)
Holding
528
Top Buys
| 1 | +$2.37M | |
| 2 | +$2.14M | |
| 3 | +$1.09M | |
| 4 |
Amazon
AMZN
|
+$980K |
| 5 |
Apple
AAPL
|
+$641K |
Top Sells
| 1 | +$3.74M | |
| 2 | +$1.53M | |
| 3 | +$1.31M | |
| 4 |
Invesco QQQ Trust
QQQ
|
+$948K |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$916K |
Sector Composition
| 1 | Technology | 23.84% |
| 2 | Financials | 14.77% |
| 3 | Consumer Discretionary | 9.01% |
| 4 | Industrials | 5.62% |
| 5 | Communication Services | 5.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
526
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.8B
| – | – |
0
|
|
||
527
Vanguard S&P 500 Value ETF
VOOV
$6.4B
| – | – |
-147
|
|
||
|
WCBR
528
WisdomTree Cybersecurity Fund
WCBR
$91.5M
| – | – |
-335
|
|