BCIM
Bishop & Co Investment Management Portfolio holdings
AUM
$278M
1-Year Est. Return
13.22%
1 Year Est. Return
+13.22%
AUM
$278M
AUM Growth
+$19.8M
(+7.7%)
Holding
27
Top Buys
| 1 | +$3.29M | |
| 2 | +$2.73M | |
| 3 | +$637K | |
| 4 |
Schwab US Large-Cap Value ETF
SCHV
|
+$537K |
| 5 |
Vanguard Mid-Cap Value ETF
VOE
|
+$413K |
Top Sells
| 1 | +$2.81M | |
| 2 | +$2.61M | |
| 3 | +$1.45M | |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$1.17M |
| 5 |
Vanguard Value ETF
VTV
|
+$767K |
Sector Composition
| 1 | Financials | 0.49% |
| 2 | Energy | 0.24% |
| 3 | Consumer Staples | 0.16% |
| 4 | Industrials | 0.11% |
| 5 | Technology | 0.08% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Chevron
CVX
$310B
| $243K | 0.09% |
1,697
|
|
||
27
Microsoft
MSFT
$3.85T
| $217K | 0.08% |
+436
|
|