BA
BCM Advisors Portfolio holdings
AUM
$470M
This Quarter Return
+5.29%
1 Year Return
+16.04%
3 Year Return
+37.02%
5 Year Return
+53.98%
10 Year Return
–
AUM
$470M
AUM Growth
+$470M
(+6.5%)
Cap. Flow
+$2.53M
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
73.01%
Holding
71
New
2
Increased
16
Reduced
10
Closed
1
Top Buys
Top Sells
1 |
Vanguard Consumer Staples ETF
VDC
|
$1.21M |
2 |
JPMorgan Chase
JPM
|
$536K |
3 |
Colgate-Palmolive
CL
|
$238K |
4 |
SPDR Gold Trust
GLD
|
$215K |
5 |
Vanguard Health Care ETF
VHT
|
$208K |
Sector Composition
1 | Consumer Staples | 4.66% |
2 | Utilities | 4.48% |
3 | Technology | 4.04% |
4 | Energy | 3.49% |
5 | Industrials | 2.76% |