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
51
$724K 0.55%
7,673
+192
52
$716K 0.54%
5,672
+127
53
$700K 0.53%
3,382
+37
54
$694K 0.53%
5,322
+182
55
$672K 0.51%
1,668
+33
56
$665K 0.5%
576
-65
57
$602K 0.46%
2,732
+106
58
$547K 0.41%
2,425
+51
59
$543K 0.41%
2,769
+92
60
$543K 0.41%
4,979
+107
61
$521K 0.39%
1,814
+60
62
$476K 0.36%
7,632
-453
63
$476K 0.36%
4,436
64
$435K 0.33%
2,211
+60
65
$427K 0.32%
4,285
-47
66
$415K 0.31%
23,288
-1,106
67
$391K 0.3%
2,829
-193
68
$384K 0.29%
1,671
-396
69
$359K 0.27%
2,280
70
$312K 0.24%
946
71
$309K 0.23%
3,572
-1,036
72
$306K 0.23%
6,210
+442
73
$293K 0.22%
249
-51
74
$272K 0.21%
671
-40
75
$271K 0.21%
606
-8
1 2
3
4