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
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