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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
176
$87.3K 0.07%
1,300
177
$85.5K 0.07%
5,847
+1
178
– –
0
179
$84.7K 0.07%
1,200
-1,663
180
$84.7K 0.07%
69
-183
181
$81.6K 0.07%
16,000
182
– –
-134
183
$79.6K 0.06%
7,085
184
$78.7K 0.06%
3,500
185
– –
-628
186
$72.9K 0.06%
+1,473
187
$72.3K 0.06%
515
-1,287
188
$70K 0.06%
3,075
189
$67.5K 0.05%
987
-368
190
$67.5K 0.05%
1,722
-85
191
– –
0
192
$66.9K 0.05%
62
+20
193
$66.2K 0.05%
13,148
+1
194
– –
0
195
$64.2K 0.05%
404
-100
196
– –
-1,500
197
– –
0
198
– –
0
199
$62.3K 0.05%
159
200
$54.9K 0.04%
69
-10
6 7
8
9 10