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
$363M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1 +$39.8M
2 +$25.9M
3 +$4.73M
4
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.27M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.27M

Top Sells

1 +$54.1M
2 +$6.96M
3 +$4.3M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$2.01M
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$550K

Sector Composition

1 Consumer Staples 6.02%
2 Utilities 5.92%
3 Energy 3.54%
4 Industrials 2.29%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$287K 0.08%
+11,700
52
$282K 0.08%
5,440
+366
53
$250K 0.07%
6,667
+34
54
$229K 0.06%
1,543
55
$225K 0.06%
783
+133
56
$131K 0.04%
16,770