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
$377M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$457K
2 +$282K
3 +$224K
4
VDC icon
Vanguard Consumer Staples ETF
VDC
+$205K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$182K

Top Sells

1 +$600K
2 +$279K
3 +$255K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$218K
5
MSFT icon
Microsoft
MSFT
+$201K

Sector Composition

1 Consumer Staples 6.07%
2 Utilities 5.81%
3 Energy 3.28%
4 Industrials 2.44%
5 Healthcare 2.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$219K 0.06%
650
52
$205K 0.05%
+1,000
53
$86K 0.02%
16,770
54
-892
55
-647