BCA

Boundary Creek Advisors Portfolio holdings

AUM $20.9M
1-Year Est. Return 24.02%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
-$8.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$8.86M
3
+$3.77M
4
MERC icon
Mercer International
MERC
+$3.7M
5
FIS icon
Fidelity National Information Services
FIS
+$3.25M

Top Sells

1
+$11.9M
2
+$6.8M
3
+$4.65M
4
HBM icon
Hudbay
HBM
+$4.6M
5
DLX icon
Deluxe
DLX
+$2.04M

Sector Composition

1 Technology 15.05%
2 Communication Services 14.78%
3 Materials 11.47%
4 Energy 11.22%
5 Real Estate 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
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