BA
BCM Advisors Portfolio holdings
AUM
$470M
This Quarter Return
-1.99%
1 Year Return
+16.04%
3 Year Return
+37.02%
5 Year Return
+53.98%
10 Year Return
–
AUM
$152M
AUM Growth
–
Cap. Flow
+$152M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
69.18%
Holding
123
New
123
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
|
$34.3M |
| 2 |
SPDR Gold Trust
GLD
|
$18.6M |
| 3 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$15.4M |
| 4 |
Exxon Mobil
XOM
|
$6.16M |
| 5 |
Atmos Energy
ATO
|
$5.54M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Utilities | 13.09% |
| 2 | Consumer Staples | 10.79% |
| 3 | Energy | 9.09% |
| 4 | Communication Services | 4.83% |
| 5 | Healthcare | 3.9% |
