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
51
$992K 0.57%
11,771
+796
52
$984K 0.57%
40,344
53
$984K 0.57%
29,117
+2,011
54
$972K 0.56%
9,715
55
$972K 0.56%
54,412
56
$962K 0.56%
23,340
+1,447
57
$927K 0.54%
2,074
+115
58
$927K 0.54%
23,126
+13
59
$904K 0.52%
5,663
+283
60
$886K 0.51%
9,459
-433
61
$867K 0.5%
4,748
-222
62
$866K 0.5%
3,859
+342
63
$841K 0.49%
1,645
+83
64
$792K 0.46%
3,600
+253
65
$721K 0.42%
3,600
+367
66
$715K 0.41%
3,915
-986
67
$705K 0.41%
+592
68
$681K 0.39%
5,914
+1,477
69
$672K 0.39%
5,924
+527
70
$594K 0.34%
7,292
-3
71
$546K 0.32%
+7,692
72
$519K 0.3%
+7,032
73
$487K 0.28%
3,525
+8
74
$477K 0.28%
4,474
+152
75
$418K 0.24%
17,089
-5,812
1 2
3
4 5