We are live on ! Find out more
BA

BCM Advisors Portfolio holdings

AUM $507M
1-Year Est. Return 19.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$2.9M
3
+$468K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$351K
5
GDDY icon
GoDaddy
GDDY
+$295K

Top Sells

1
+$31.6M
2
+$5M
3
+$3.74M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$751K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$693K

Sector Composition

1 Technology 4.79%
2 Consumer Staples 4.36%
3 Utilities 4.33%
4 Energy 2.98%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.18M 0.64%
46,029
+1,006
27
$3.16M 0.64%
12,230
28
$3.08M 0.62%
3,335
29
$3.08M 0.62%
65,314
30
$3.05M 0.61%
3,971
31
$2.92M 0.59%
+59,555
32
$2.6M 0.52%
5,548
33
$2.38M 0.48%
8,863
+3
34
$2.34M 0.47%
48,778
+36
35
$2.29M 0.46%
6,603
36
$2.12M 0.43%
81,344
37
$1.91M 0.38%
21,967
+119
38
$1.6M 0.32%
28,805
39
$1.39M 0.28%
22,602
40
$1.31M 0.26%
4,293
41
$1.08M 0.22%
6,512
42
$1.08M 0.22%
32,225
43
$1.07M 0.22%
10,063
-6
44
$989K 0.2%
25,016
45
$976K 0.2%
12,857
46
$960K 0.19%
10,136
47
$797K 0.16%
1,470
+3
48
$735K 0.15%
978
+1
49
$689K 0.14%
4,903
50
$679K 0.14%
18,935
+220
1
2
3