BRG
Bay Rivers Group Portfolio holdings
AUM
$219M
This Quarter Return
+9.02%
1 Year Return
+25.32%
3 Year Return
+131.63%
5 Year Return
+178.27%
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42%
Holding
67
New
67
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$7.22M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$5.33M |
| 3 |
Apple
AAPL
|
$4.57M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$4.43M |
| 5 |
Invesco QQQ Trust
QQQ
|
$4.41M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 10.78% |
| 2 | Consumer Staples | 4.63% |
| 3 | Industrials | 4.38% |
| 4 | Healthcare | 4.38% |
| 5 | Communication Services | 4.16% |
