BA

BCM Advisors Portfolio holdings

AUM $497M
1-Year Est. Return 15.2%
This Quarter Est. Return
1 Year Est. Return
+15.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$6.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$5.65M
2
+$2.75M
3
+$1.04M
4
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$752K
5
CATH icon
Global X S&P 500 Catholic Values ETF
CATH
+$318K

Top Sells

1
+$5.33M
2
+$1.15M
3
+$239K
4
JPM icon
JPMorgan Chase
JPM
+$145K
5
PFE icon
Pfizer
PFE
+$133K

Sector Composition

1 Consumer Staples 10.8%
2 Utilities 9.61%
3 Communication Services 7.99%
4 Energy 7.91%
5 Healthcare 3.89%
Name Market Value Portfolio Weight Shares or Principal Change
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