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
101
$3.74K ﹤0.01%
100
-90,710
102
$3.6K ﹤0.01%
100
103
$3.6K ﹤0.01%
50
104
$3.55K ﹤0.01%
23
105
$3.5K ﹤0.01%
25
-35
106
$3.23K ﹤0.01%
110
+1
107
$3.11K ﹤0.01%
15
108
$3.07K ﹤0.01%
23
109
$2.98K ﹤0.01%
77
110
$2.91K ﹤0.01%
400
-200
111
$2.89K ﹤0.01%
16
112
$2.86K ﹤0.01%
100
-21,271
113
$2.8K ﹤0.01%
40
114
$2.77K ﹤0.01%
52
115
$2.07K ﹤0.01%
31
-7,500
116
$1.94K ﹤0.01%
100
117
$1.78K ﹤0.01%
112
+1
118
$1.67K ﹤0.01%
23
119
$1.66K ﹤0.01%
8
120
$1.13K ﹤0.01%
24
121
$1.01K ﹤0.01%
15
122
$971 ﹤0.01%
30
123
$734 ﹤0.01%
17
124
$227 ﹤0.01%
20
125
$208 ﹤0.01%
8
2 3 4
5
6