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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
76
$463K 0.37%
1,336
+171
77
$456K 0.37%
1,969
+36
78
$450K 0.36%
2,704
+112
79
$421K 0.34%
7,810
-1,930
80
– –
0
81
– –
0
82
– –
-559
83
– –
0
84
$369K 0.3%
8,532
+6,032
85
– –
0
86
$358K 0.29%
1,910
87
– –
0
88
$346K 0.28%
6,236
-929
89
– –
0
90
$332K 0.27%
1,363
-4,702
91
$330K 0.27%
710
92
$329K 0.27%
3,461
-5,955
93
$325K 0.26%
922
-649
94
$322K 0.26%
16,818
-50,076
95
$320K 0.26%
1,971
-351
96
$305K 0.25%
1,500
97
$304K 0.24%
+3,614
98
$297K 0.24%
3,176
+1
99
$292K 0.24%
2,984
-200
100
$291K 0.23%
1,876
+689
2 3
4
5 6