BCIM

Bishop & Co Investment Management Portfolio holdings

AUM $278M
1-Year Est. Return 13.22%
This Quarter Est. Return
1 Year Est. Return
+13.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
+$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Sells

1 +$12M
2 +$11.4M
3 +$9.46M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$8.51M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$3.36M

Sector Composition

1 Financials 0.79%
2 Energy 0.29%
3 Consumer Staples 0.19%
4 Industrials 0.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,620