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
101
-463