BMCM

Burns Matteson Capital Management Portfolio holdings

AUM $238M
1-Year Est. Return 25.41%
This Quarter Est. Return
1 Year Est. Return
+25.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
-$5.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$9.93M
2
+$3.12M
3
+$3.09M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.46M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.13M

Top Sells

1
+$7.74M
2
+$3.49M
3
+$3.41M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$3.39M
5
VZ icon
Verizon
VZ
+$754K

Sector Composition

1 Technology 11.2%
2 Real Estate 10.2%
3 Healthcare 8.63%
4 Financials 6.67%
5 Industrials 5.32%
Name Market Value Portfolio Weight Shares or Principal Change
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