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
$374M
AUM Growth
+$5.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$2.79M
2 +$1.03M
3 +$667K
4
GLD icon
SPDR Gold Trust
GLD
+$543K
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$376K

Top Sells

1 +$3.02M
2 +$1.19M
3 +$322K
4
VB icon
Vanguard Small-Cap ETF
VB
+$301K
5
MSFT icon
Microsoft
MSFT
+$236K

Sector Composition

1 Utilities 5.86%
2 Consumer Staples 5.19%
3 Energy 2.75%
4 Industrials 2.13%
5 Healthcare 1.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$210K 0.06%
5,074
52
$61K 0.02%
10,745
53
-851
54
-1,420
55
-54,162