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
$304M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$5.28M
2 +$3.12M
3 +$2.12M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$933K
5
GLD icon
SPDR Gold Trust
GLD
+$783K

Top Sells

1 +$224K
2 +$98.3K
3 +$90.3K
4
DUK icon
Duke Energy
DUK
+$25.8K
5
PFE icon
Pfizer
PFE
+$12.1K

Sector Composition

1 Utilities 7.16%
2 Consumer Staples 6.67%
3 Energy 2.38%
4 Healthcare 2.26%
5 Industrials 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$232K 0.08%
1,000
52
$224K 0.07%
6,074
-328
53
$209K 0.07%
765
54
-30,000