BRIA
Balanced Rock Investment Advisors Portfolio holdings
AUM
$127M
This Quarter Return
+8.63%
1 Year Return
+10.47%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$113M
AUM Growth
–
Cap. Flow
+$113M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.04%
Holding
93
New
93
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 3.72% |
| 2 | Communication Services | 3.46% |
| 3 | Consumer Discretionary | 2.51% |
| 4 | Financials | 2.21% |
| 5 | Technology | 1.96% |
