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
$126M
AUM Growth
-$6.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$3.91M
2
+$3.54M
3
+$1.1M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$278K
5
META icon
Meta Platforms (Facebook)
META
+$255K

Top Sells

1
+$8.87M
2
+$4.25M
3
+$1.17M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$396K
5
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$266K

Sector Composition

1 Technology 14.33%
2 Financials 8.16%
3 Healthcare 5.95%
4 Industrials 5.48%
5 Energy 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.24M 0.99%
28,001
+1,532
27
$1.18M 0.94%
53,550
+10,956
28
$1.11M 0.89%
8,501
+921
29
$1.1M 0.87%
5,416
+582
30
$1.09M 0.87%
13,883
+810
31
$1.08M 0.86%
5,334
+197
32
$1.08M 0.86%
15,511
-262
33
$1.06M 0.84%
26,046
+2,211
34
$1.03M 0.82%
7,218
+423
35
$984K 0.78%
4,274
+534
36
$974K 0.78%
10,963
+958
37
$904K 0.72%
4,519
+388
38
$841K 0.67%
23,085
+12
39
$821K 0.65%
4,171
+813
40
$800K 0.64%
2,665
+851
41
$795K 0.63%
14,937
+925
42
$789K 0.63%
3,437
+55
43
$782K 0.62%
3,858
+386
44
$781K 0.62%
7,100
+679
45
$751K 0.6%
10,807
+520
46
$751K 0.6%
1,484
-453
47
$745K 0.59%
5,863
+541
48
$744K 0.59%
14,925
-1,835
49
$743K 0.59%
4,658
+20
50
$723K 0.58%
4,653
+171
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