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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
126
$218K 0.18%
5,140
+400
127
$213K 0.17%
477
128
$213K 0.17%
526
-612
129
$210K 0.17%
2,215
130
$203K 0.16%
668
+17
131
$197K 0.16%
2,275
132
$191K 0.15%
4,000
133
$188K 0.15%
2,220
134
$185K 0.15%
2,763
+96
135
– –
0
136
$172K 0.14%
2,057
-1,820
137
– –
0
138
$167K 0.13%
+3,800
139
$159K 0.13%
8,000
140
$158K 0.13%
935
+100
141
$153K 0.12%
315
-78
142
$153K 0.12%
3,385
143
– –
0
144
$150K 0.12%
1,069
+1
145
$140K 0.11%
392
-42
146
$139K 0.11%
254
147
$134K 0.11%
1,493
-2,387
148
$133K 0.11%
894
-246
149
$131K 0.11%
1,009
150
$131K 0.11%
947
4 5
6
7 8