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
76
$411K 0.24%
6,815
+54
77
$403K 0.23%
2,067
+273
78
$402K 0.23%
20,944
+160
79
$391K 0.23%
3,615
+12
80
$382K 0.22%
7,478
-1,082
81
$376K 0.22%
687
+109
82
$367K 0.21%
1,468
-32
83
$357K 0.21%
2,280
84
$311K 0.18%
+260
85
$307K 0.18%
2,173
+21
86
$283K 0.16%
11,928
87
$278K 0.16%
2,665
88
$276K 0.16%
2,591
+28
89
$276K 0.16%
5,153
+548
90
$275K 0.16%
2,506
+6
91
$264K 0.15%
5,231
-26
92
$262K 0.15%
12,243
93
$255K 0.15%
300
+1
94
$253K 0.15%
2,051
-1,089
95
$251K 0.15%
913
96
$251K 0.14%
671
97
$241K 0.14%
660
+1
98
$235K 0.14%
4,620
+16
99
$212K 0.12%
390
+1
100
– –
-1,167
1 2 3
4
5