BC

Bowman & Company Portfolio holdings

AUM $237M
1-Year Est. Return 15.19%
This Quarter Est. Return
1 Year Est. Return
+15.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
-$4.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$1.31M
3
+$955K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$269K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$211K

Top Sells

1
+$4.98M
2
+$4.49M
3
+$3.94M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$774K
5
AVGO icon
Broadcom
AVGO
+$630K

Sector Composition

1 Technology 13.22%
2 Financials 7.17%
3 Healthcare 5.85%
4 Industrials 5.02%
5 Consumer Discretionary 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.89%
6,324
+256
27
$1.15M 0.87%
13,073
+756
28
$1.13M 0.86%
6,795
+380
29
$1.1M 0.83%
26,469
+1,715
30
$1.07M 0.81%
15,773
-1,767
31
$1.05M 0.8%
5,137
-2,092
32
$983K 0.74%
42,594
+1,072
33
$955K 0.72%
+14,012
34
$933K 0.71%
1,937
+52
35
$925K 0.7%
4,834
+142
36
$907K 0.69%
7,580
+260
37
$889K 0.67%
3,740
+120
38
$877K 0.66%
16,760
-1,250
39
$872K 0.66%
23,073
-7,788
40
$848K 0.64%
10,005
+100
41
$846K 0.64%
4,131
+100
42
$844K 0.64%
10,287
+523
43
$809K 0.61%
4,830
+138
44
$786K 0.6%
23,835
+526
45
$767K 0.58%
4,638
-669
46
$755K 0.57%
3,358
+79
47
$755K 0.57%
20,297
+541
48
$733K 0.56%
3,472
+110
49
$728K 0.55%
4,482
-4,765
50
$726K 0.55%
6,421
+181
1
2
3 4