BFA
BBJS Financial Advisors Portfolio holdings
AUM
$280M
This Quarter Return
-4.12%
1 Year Return
+13.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$222M
AUM Growth
–
Cap. Flow
+$222M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
64.17%
Holding
139
New
139
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Atlassian
TEAM
|
$53.5M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$15.5M |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
$11.7M |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$11.3M |
| 5 |
Vanguard FTSE Pacific ETF
VPL
|
$10.3M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 25.41% |
| 2 | Real Estate | 2.67% |
| 3 | Communication Services | 2.25% |
| 4 | Financials | 0.64% |
| 5 | Consumer Discretionary | 0.47% |
