BC

Bowman & Company Portfolio holdings

AUM $237M
1-Year Est. Return 16.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.16%
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
+$696K
2
+$546K
3
+$500K
4
MSFT icon
Microsoft
MSFT
+$416K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$334K

Top Sells

1
+$453K
2
+$384K
3
+$207K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$188K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$177K

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
101
– –
-9,116
102
– –
-1,167
1 2 3 4
5