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
$389M
AUM Growth
+$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$8.98M
2 +$4.43M
3 +$2.68M
4
PH icon
Parker-Hannifin
PH
+$940K
5
UGI icon
UGI
UGI
+$939K

Top Sells

1 +$4.44M
2 +$1.28M
3 +$1.27M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$529K
5
JNJ icon
Johnson & Johnson
JNJ
+$293K

Sector Composition

1 Consumer Staples 5.54%
2 Utilities 5.36%
3 Energy 2.93%
4 Industrials 2.31%
5 Healthcare 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$203K 0.05%
+1,543
52
$201K 0.05%
+647
53
$78K 0.02%
16,770
+6,025
54
-71,158
55
-9,701
56
-46,000