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
$369M
AUM Growth
+$38.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$18.1M
2 +$13.5M
3 +$2.94M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$577K
5
PPL icon
PPL Corp
PPL
+$382K

Top Sells

1 +$1.16M
2 +$594K
3 +$347K
4
PG icon
Procter & Gamble
PG
+$295K
5
SO icon
Southern Company
SO
+$251K

Sector Composition

1 Utilities 6.17%
2 Consumer Staples 5.3%
3 Energy 2.46%
4 Industrials 2.05%
5 Healthcare 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$232K 0.06%
850
52
$204K 0.06%
+5,074
53
$70K 0.02%
+10,745
54
-2,200