BIA
Bell Investment Advisors Portfolio holdings
AUM
$639M
1-Year Est. Return
13.29%
This Fund
S&P 500
1 Year Est. Return
+13.29%
AUM
$402M
AUM Growth
+$79.6M
(+25%)
Holding
2,085
Top Buys
| 1 | +$11.1M | |
| 2 | +$6.38M | |
| 3 | +$6.34M | |
| 4 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$5.49M |
| 5 |
Schwab Fundamental US Small Company Index ETF
FNDA
|
+$5.31M |
Top Sells
| 1 | +$10.1M | |
| 2 | +$2.3M | |
| 3 | +$554K | |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$443K |
| 5 |
iShares MSCI Intl Value Factor ETF
IVLU
|
+$160K |
Sector Composition
| 1 | Technology | 1.75% |
| 2 | Healthcare | 1.08% |
| 3 | Industrials | 0.82% |
| 4 | Communication Services | 0.71% |
| 5 | Financials | 0.71% |