BCM
Boreal Capital Management Portfolio holdings
AUM
$121M
This Quarter Return
+9.67%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
–
Cap. Flow
+$104M
Cap. Flow
% of AUM
86.19%
Top 10 Holdings %
Top 10 Hldgs %
32.51%
Holding
488
New
442
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$6.84M |
| 2 |
NVIDIA
NVDA
|
$5.19M |
| 3 |
Apple
AAPL
|
$4.05M |
| 4 |
Invesco QQQ Trust
QQQ
|
$3.96M |
| 5 |
Microsoft
MSFT
|
$3.35M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 18.29% |
| 2 | Financials | 9.34% |
| 3 | Consumer Discretionary | 6.74% |
| 4 | Communication Services | 5.16% |
| 5 | Industrials | 4.15% |
