BCIM
Bishop & Co Investment Management Portfolio holdings
AUM
$278M
This Quarter Return
+2.49%
1 Year Return
+13.22%
3 Year Return
+38.82%
5 Year Return
+54.46%
10 Year Return
–
AUM
$92.1M
AUM Growth
–
Cap. Flow
+$92.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
96.62%
Holding
15
New
15
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$25.1M |
| 2 |
iShares Russell Mid-Cap Value ETF
IWS
|
$10.6M |
| 3 |
iShares Russell Mid-Cap Growth ETF
IWP
|
$10.1M |
| 4 |
Vanguard Growth ETF
VUG
|
$9.78M |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$8.87M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 1.62% |
| 2 | Industrials | 0.93% |
