BCA
Boundary Creek Advisors Portfolio holdings
AUM
$39.9M
This Quarter Return
+18.74%
1 Year Return
-1.87%
3 Year Return
-4.24%
5 Year Return
–
10 Year Return
–
AUM
$58.4M
AUM Growth
+$58.4M
(+92%)
Cap. Flow
+$22M
Cap. Flow
% of AUM
37.77%
Top 10 Holdings %
Top 10 Hldgs %
88.97%
Holding
20
New
6
Increased
3
Reduced
1
Closed
2
Top Buys
| 1 |
Philip Morris
PM
|
$7.93M |
| 2 |
DXC Technology
DXC
|
$6.82M |
| 3 |
Cooper-Standard Automotive
CPS
|
$5.65M |
| 4 |
Urban One Class D
UONEK
|
$4.59M |
| 5 |
AT&T
T
|
$2.02M |
Top Sells
| 1 |
Exelon
EXC
|
$4.7M |
| 2 |
Cogent Communications
CCOI
|
$2.58M |
| 3 |
Crown Holdings
CCK
|
$204K |
Sector Composition
| 1 | Consumer Staples | 24.76% |
| 2 | Consumer Discretionary | 12.83% |
| 3 | Technology | 11.68% |
| 4 | Communication Services | 11.46% |
| 5 | Industrials | 7.39% |
