BBHBI

B, B, H, & B Inc Portfolio holdings

AUM $106M
1-Year Est. Return 12.24%
This Quarter Est. Return
1 Year Est. Return
+12.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$12.6M
3
+$12.3M
4
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$7.47M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$6.86M

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.7%
2 Technology 4.51%
3 Consumer Staples 2.69%
4 Healthcare 2.09%
5 Consumer Discretionary 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5K ﹤0.01%
+184
127
$5K ﹤0.01%
+119
128
$5K ﹤0.01%
+48
129
$4K ﹤0.01%
+200
130
$4K ﹤0.01%
+25
131
$2K ﹤0.01%
+37
132
$1K ﹤0.01%
+9
133
$1K ﹤0.01%
+142
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$1K ﹤0.01%
+46
135
$1K ﹤0.01%
+29
136
$0 ﹤0.01%
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137
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+5
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