BFA
BBJS Financial Advisors Portfolio holdings
AUM
$280M
This Quarter Return
-0.99%
1 Year Return
+13.07%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$280M
AUM Growth
+$280M
(-2.6%)
Cap. Flow
-$6.07M
Cap. Flow
% of AUM
-2.17%
Top 10 Holdings %
Top 10 Hldgs %
68.38%
Holding
143
New
17
Increased
35
Reduced
38
Closed
5
Top Buys
Top Sells
| 1 |
Global X FinTech ETF
FINX
|
$4.82M |
| 2 |
iShares Global Clean Energy ETF
ICLN
|
$4.78M |
| 3 |
Atlassian
TEAM
|
$4.29M |
| 4 |
Vanguard Ultra-Short Bond ETF
VUSB
|
$2.57M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.17M |
Sector Composition
| 1 | Technology | 28.05% |
| 2 | Real Estate | 3.61% |
| 3 | Financials | 0.1% |
| 4 | Energy | 0.08% |
| 5 | Consumer Staples | 0.07% |
