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
$166M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$2.84M
2
+$2.07M
3
+$1.41M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$1.34M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.26M

Top Sells

1
+$699K
2
+$419K
3
+$413K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$376K
5
VTV icon
Vanguard Value ETF
VTV
+$328K

Sector Composition

1 Technology 14.1%
2 Financials 8.25%
3 Healthcare 5.91%
4 Industrials 5.79%
5 Energy 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.51M 0.91%
30,221
-1,053
27
$1.48M 0.89%
9,777
+560
28
$1.41M 0.85%
+4,918
29
$1.39M 0.84%
2,865
+10
30
$1.34M 0.81%
7,432
+170
31
$1.34M 0.81%
+11,222
32
$1.33M 0.8%
5,409
-185
33
$1.31M 0.79%
4,696
+80
34
$1.28M 0.77%
7,644
-7
35
$1.26M 0.76%
14,505
-176
36
$1.26M 0.76%
29,069
-724
37
$1.25M 0.76%
4,165
+11
38
$1.24M 0.75%
5,134
-234
39
$1.22M 0.74%
52,966
+724
40
$1.2M 0.73%
13,967
-1,190
41
$1.19M 0.72%
7,328
-2,017
42
$1.16M 0.7%
11,473
-221
43
$1.15M 0.69%
4,634
-173
44
$1.15M 0.69%
6,362
+141
45
$1.12M 0.68%
4,445
-12
46
$1.07M 0.65%
27,106
-443
47
$1.05M 0.63%
4,208
+533
48
$1.04M 0.63%
7,574
-38
49
$1.01M 0.61%
6,299
-256
50
$990K 0.6%
+40,344
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