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
$362M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$1.37M
3
+$1.19M
4
BRO icon
Brown & Brown
BRO
+$721K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$589K

Top Sells

1
+$1.12M
2
+$904K
3
+$541K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$76K
5
AAPL icon
Apple
AAPL
+$42.3K

Sector Composition

1 Consumer Staples 6.01%
2 Utilities 5.51%
3 Energy 4.06%
4 Industrials 2.83%
5 Healthcare 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.34M 0.65%
5,493
27
$1.91M 0.53%
22,495
28
$1.77M 0.49%
7,000
29
$1.56M 0.43%
3,263
30
$1.56M 0.43%
6,575
31
$1.49M 0.41%
81,000
32
$1.45M 0.4%
25,250
33
$1.36M 0.37%
10,000
34
$1.26M 0.35%
32,225
35
$1.25M 0.34%
10,136
36
$1.23M 0.34%
28,745
37
$1.21M 0.34%
3,939
38
$1.2M 0.33%
6,500
39
$1.11M 0.31%
17,900
40
$1.03M 0.29%
28,000
41
$989K 0.27%
12,800
42
$919K 0.25%
4,500
43
$848K 0.23%
12,024
44
$760K 0.21%
25,000
45
$757K 0.21%
14,100
+6
46
$729K 0.2%
3,444
+26
47
$719K 0.2%
10,000
48
$716K 0.2%
26,600
49
$521K 0.14%
30,000
50
$485K 0.13%
4,903
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