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BA

BCM Advisors Portfolio holdings

AUM $507M
1-Year Est. Return 19.94%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$497M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$2.9M
3
+$468K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$351K
5
GDDY icon
GoDaddy
GDDY
+$295K

Top Sells

1
+$31.6M
2
+$5M
3
+$3.74M
4
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$751K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$693K

Sector Composition

1 Technology 4.79%
2 Consumer Staples 4.36%
3 Utilities 4.33%
4 Energy 2.98%
5 Industrials 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$626K 0.13%
3,205
-76
52
$545K 0.11%
2,546
53
$539K 0.11%
1,120
54
$420K 0.08%
35,000
55
$385K 0.08%
26,620
56
$371K 0.07%
+6,018
57
$309K 0.06%
672
-427
58
$307K 0.06%
1,339
+11
59
$298K 0.06%
2,890
60
$297K 0.06%
5,563
+30
61
$280K 0.06%
+10,373
62
$278K 0.06%
1,522
63
$273K 0.05%
+3,660
64
$251K 0.05%
11,910
65
$251K 0.05%
+1,919
66
$251K 0.05%
+2,520
67
$242K 0.05%
+900
68
$227K 0.05%
+3,857
69
$170K 0.03%
10,010
+10
70
$161K 0.03%
23,520
71
– –
-10,017
72
– –
-189,913
73
– –
-434
1 2
3