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
$208M
AUM Growth
-$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$27.9M
2 +$25.2M
3 +$1.13M
4
GLD icon
SPDR Gold Trust
GLD
+$1.11M
5
COST icon
Costco
COST
+$952K

Sector Composition

1 Utilities 9.91%
2 Consumer Staples 7.56%
3 Energy 2.97%
4 Healthcare 2.74%
5 Industrials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-887,895
52
-5,611
53
-561,348
54
-13,916