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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
151
$130K 0.1%
1,970
-455
152
$126K 0.1%
754
-4
153
$124K 0.1%
2,024
154
$121K 0.1%
159
155
$121K 0.1%
1,195
+100
156
– –
0
157
$117K 0.09%
3,308
158
$117K 0.09%
492
-392
159
– –
0
160
$115K 0.09%
1,500
-730
161
$113K 0.09%
420
+50
162
$112K 0.09%
610
+510
163
$109K 0.09%
859
+1
164
$108K 0.09%
1,615
+351
165
$105K 0.08%
316
+67
166
$101K 0.08%
205
+170
167
$99.8K 0.08%
200
+21
168
$97.1K 0.08%
1,318
169
$95.9K 0.08%
800
170
$95.9K 0.08%
389
-422
171
$93.5K 0.08%
2,103
172
$91.6K 0.07%
1,950
+1,090
173
$91.3K 0.07%
303
+34
174
$90K 0.07%
1,206
+350
175
$88.9K 0.07%
744
-4,583
5 6
7
8 9