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
$173M
AUM Growth
+$7.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$705K
2
+$546K
3
+$519K
4
MSFT icon
Microsoft
MSFT
+$440K
5
AVGO icon
Broadcom
AVGO
+$344K

Top Sells

1
+$471K
2
+$384K
3
+$207K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$189K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$180K

Sector Composition

1 Technology 15.77%
2 Financials 8.2%
3 Industrials 5.99%
4 Healthcare 5.72%
5 Consumer Discretionary 4.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.91%
33,234
+3,031
27
$1.57M 0.9%
32,958
+2,737
28
$1.55M 0.89%
4,918
29
$1.51M 0.87%
7,656
+621
30
$1.45M 0.84%
5,613
+479
31
$1.38M 0.8%
12,538
+1,065
32
$1.36M 0.78%
5,040
+406
33
$1.35M 0.78%
5,157
+461
34
$1.35M 0.78%
11,384
+162
35
$1.33M 0.77%
6,906
+544
36
$1.32M 0.77%
5,852
+443
37
$1.32M 0.76%
8,148
+716
38
$1.28M 0.74%
8,431
+787
39
$1.26M 0.73%
32,265
+3,196
40
$1.26M 0.73%
15,956
+1,451
41
$1.18M 0.68%
4,567
+402
42
$1.16M 0.67%
13,981
+14
43
$1.14M 0.66%
8,301
+727
44
$1.13M 0.65%
7,054
-274
45
$1.1M 0.63%
16,494
+1,505
46
$1.03M 0.59%
4,852
+407
47
$1.02M 0.59%
6,844
+545
48
$1.02M 0.59%
44,690
-8,276
49
$1.01M 0.58%
10,927
+993
50
$996K 0.58%
4,115
-93
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2
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