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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
51
– –
0
52
$629K 0.51%
10,928
+863
53
$626K 0.5%
2,343
+383
54
– –
0
55
$612K 0.49%
13,609
+4,611
56
– –
-5,215
57
$597K 0.48%
2,415
+40
58
$578K 0.47%
905
+163
59
$535K 0.43%
1,324
+224
60
$532K 0.43%
5,696
61
$531K 0.43%
6,636
-258
62
$530K 0.43%
5,656
+1,503
63
$523K 0.42%
6,875
64
$521K 0.42%
1,847
+18
65
$517K 0.42%
5,845
+3,574
66
$514K 0.41%
5,143
+1
67
$503K 0.41%
5,020
+200
68
$493K 0.4%
5,177
+1
69
– –
0
70
$481K 0.39%
10,894
-1,804
71
$480K 0.39%
2,587
-471
72
$479K 0.39%
205
73
$478K 0.38%
10,700
+340
74
$475K 0.38%
3,283
-78
75
$471K 0.38%
8,350
+1,137
1 2
3
4 5