BCM

Boyle Capital Management Portfolio holdings

AUM $73.5M
1-Year Est. Return 14.12%
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.1M
AUM Growth
-$2.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1
+$2.31M
2
+$1.71M
3
+$1.64M
4
GSBD icon
Goldman Sachs BDC
GSBD
+$814K
5
WDIV icon
SPDR S&P Global Dividend ETF
WDIV
+$530K

Top Sells

1
+$10.4M
2
+$8.55M
3
+$1.3M
4
XCO
Exco Resources
XCO
+$715K
5
CHK
Chesapeake Energy Corporation
CHK
+$275K

Sector Composition

1 Financials 61.78%
2 Technology 10.54%
3 Industrials 5.02%
4 Materials 3.64%
5 Energy 2.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$327K 0.33%
+11,407
27
$310K 0.31%
+7,869
28
$309K 0.31%
+8,263
29
$252K 0.25%
9,386
-1,677
30
$237K 0.24%
4,295
-50
31
$212K 0.21%
+4,955
32
$210K 0.21%
+24,872
33
– –
-781,942
34
– –
-5,675
35
– –
-26,063
1
2