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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
201
$54.8K 0.04%
1,200
+150
202
$52.8K 0.04%
115
+15
203
$52.7K 0.04%
170
204
$52.6K 0.04%
459
-14
205
$52.3K 0.04%
980
-1,540
206
$51.1K 0.04%
329
+65
207
$50K 0.04%
500
208
$49.5K 0.04%
1,000
+600
209
$48.4K 0.04%
204
210
$47.6K 0.04%
294
211
$46.1K 0.04%
2,500
212
$45.3K 0.04%
+475
213
– –
0
214
– –
0
215
$44.3K 0.04%
38
+9
216
$43K 0.03%
570
+120
217
$42.7K 0.03%
400
218
$42.5K 0.03%
+1,350
219
$42.4K 0.03%
1,664
-500
220
$42.4K 0.03%
211
+27
221
$41.4K 0.03%
600
222
$41.2K 0.03%
67
223
$40.8K 0.03%
300
224
$40.7K 0.03%
170
225
$40.4K 0.03%
109
+69
7 8
9
10 11