BCM
Boreal Capital Management Portfolio holdings
AUM
$133M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$124M
AUM Growth
+$3.09M
(+2.6%)
Holding
569
Top Buys
| 1 | +$2.49M | |
| 2 | +$745K | |
| 3 | +$696K | |
| 4 |
iShares Bitcoin Trust
IBIT
|
+$689K |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$616K |
Top Sells
| 1 | +$2.92M | |
| 2 | +$2.14M | |
| 3 | +$1.57M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.3M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
551
State Street SPDR S&P Bank ETF
KBE
$1.31B
| – | – |
-1,000
|
|
||
552
Las Vegas Sands
LVS
$36.6B
| – | – |
-500
|
|
||
553
Vanguard Mega Cap Growth ETF
MGK
$29.6B
| – | – |
-780
|
|
||
554
Strategy Inc
MSTR
$47.5B
| – | – |
-100
|
|
||
555
iShares Short Maturity Bond ETF
NEAR
$4.16B
| – | – |
-996
|
|
||
556
Nice
NICE
$7.4B
| – | – |
-20
|
|
||
557
Natera
NTRA
$27.7B
| – | – |
-80
|
|
||
558
Prologis
PLD
$125B
| – | – |
-320
|
|
||
559
Riot Platforms
RIOT
$5.65B
| – | – |
-33,300
|
|
||
560
Invesco S&P 500 Equal Weight ETF
RSP
$86.8B
| – | – |
-350
|
|
||
561
VanEck Semiconductor ETF
SMH
$45.2B
| – | – |
-40
|
|
||
|
SOHU
562
Sohu.com
SOHU
$493M
| – | – |
-400
|
|
||
563
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.93B
| – | – |
0
|
|
||
564
ProShares Ultra S&P500
SSO
$6.56B
| – | – |
-8,018
|
|
||
565
Constellation Brands
STZ
$26.1B
| – | – |
-100
|
|
||
566
Trade Desk
TTD
$13.3B
| – | – |
0
|
|
||
567
ProShares Ultra Gold
UGL
$1.38B
| – | – |
-2,892
|
|
||
568
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.4B
| – | – |
-913
|
|
||
569
Vanguard Small-Cap ETF
VB
$71.2B
| – | – |
-250
|
|