BBHBI
B, B, H, & B Inc Portfolio holdings
AUM
$106M
This Quarter Return
+8.96%
1 Year Return
+12.24%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$116M
AUM Growth
–
Cap. Flow
+$116M
Cap. Flow
% of AUM
99.97%
Top 10 Holdings %
Top 10 Hldgs %
73.37%
Holding
153
New
151
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$23.7M |
| 2 |
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
|
$12.6M |
| 3 |
iShares Short Maturity Bond ETF
NEAR
|
$12.3M |
| 4 |
iShares MSCI ACWI ETF
ACWI
|
$7.47M |
| 5 |
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% |
