BFA

BBJS Financial Advisors Portfolio holdings

AUM $280M
1-Year Est. Return 13.07%
This Quarter Est. Return
1 Year Est. Return
+13.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$2.77M
2
+$1.57M
3
+$1.53M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.4M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.25M

Top Sells

1
+$3.39M
2
+$3.28M
3
+$1.86M
4
PINS icon
Pinterest
PINS
+$1.77M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.66M

Sector Composition

1 Technology 29.51%
2 Real Estate 3.17%
3 Communication Services 1.83%
4 Financials 0.61%
5 Energy 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$23.9K 0.01%
430
77
$23.1K 0.01%
50
78
$22.3K 0.01%
200
79
$21.2K 0.01%
4,304
-169,590
80
$20.2K 0.01%
100
81
$18.2K 0.01%
765
82
$17.6K 0.01%
725
+2
83
$16.4K 0.01%
40
84
$16.3K 0.01%
+193
85
$14.6K 0.01%
51
86
$14.1K 0.01%
881
87
$13.8K 0.01%
130
88
$11K ﹤0.01%
571
89
$10.3K ﹤0.01%
292
-33,731
90
$8.88K ﹤0.01%
128
+1
91
$7.93K ﹤0.01%
356
-12,686
92
$7.44K ﹤0.01%
120
93
$6.64K ﹤0.01%
300
94
$5.96K ﹤0.01%
12
-40
95
$5.68K ﹤0.01%
55
96
$5.54K ﹤0.01%
440
97
$4.87K ﹤0.01%
300
98
$4.83K ﹤0.01%
177
-64,924
99
$4.34K ﹤0.01%
17
100
$3.87K ﹤0.01%
66
-11,096
2 3
4
5 6