BCA

Biltmore Capital Advisors Portfolio holdings

AUM $599M
1-Year Est. Return 20.22%
This Quarter Est. Return
1 Year Est. Return
+20.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$4.94M
2
+$4.57M
3
+$4.48M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.47M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$4.15M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.47M 1.58%
+28,831
27
$1.16M 1.24%
+104,761
28
$1.01M 1.08%
+17,625
29
$884K 0.95%
+35,982
30
$558K 0.6%
+140,036
31
$508K 0.55%
+5,559
1
2