BA

BCM Advisors Portfolio holdings

AUM $470M
1-Year Est. Return 16.04%
This Quarter Est. Return
1 Year Est. Return
+16.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$3.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1
+$498K
2
+$436K
3
+$292K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$205K
5
WFM
Whole Foods Market Inc
WFM
+$166K

Top Sells

1
+$286K
2
+$104K
3
+$63K
4
T
A T & T CORP (NEW)
T
+$51.5K
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$49.2K

Sector Composition

1 Consumer Staples 10.27%
2 Utilities 9.58%
3 Communication Services 7.68%
4 Energy 5.11%
5 Healthcare 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$419K 0.26%
27,223
27
$415K 0.26%
3,040
-100
28
$407K 0.25%
3,720
-130
29
$297K 0.18%
2,254
-100
30
$270K 0.17%
5,268
-226
31
$269K 0.17%
2,293
-86
32
$166K 0.1%
+11,847
1
2