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
$362M
AUM Growth
+$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$3.86M
2
+$1.37M
3
+$1.19M
4
BRO icon
Brown & Brown
BRO
+$721K
5
VDC icon
Vanguard Consumer Staples ETF
VDC
+$589K

Top Sells

1
+$1.12M
2
+$904K
3
+$541K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$76K
5
AAPL icon
Apple
AAPL
+$42.3K

Sector Composition

1 Consumer Staples 6.01%
2 Utilities 5.51%
3 Energy 4.06%
4 Industrials 2.83%
5 Healthcare 1.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$427K 0.12%
1,536
+14
52
$422K 0.12%
3,123
-313
53
$410K 0.11%
4,098
-5,410
54
$351K 0.1%
1,558
55
$339K 0.09%
+2,221
56
$273K 0.08%
1,543
57
$263K 0.07%
6,724
+29
58
$228K 0.06%
5,074
59
$203K 0.06%
8,269
60
$200K 0.06%
+650
61
$130K 0.04%
16,770
1 2
3