BIA

BHK Investment Advisors Portfolio holdings

AUM $255M
1-Year Est. Return 12.18%
This Quarter Est. Return
1 Year Est. Return
+12.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$9.28M
3
+$9.13M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$9.05M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$9.03M

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.31%
2 Technology 1.41%
3 Healthcare 0.78%
4 Communication Services 0.45%
5 Industrials 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$601K 0.51%
+4,272
27
$593K 0.5%
+5,577
28
$579K 0.49%
+8,232
29
$532K 0.45%
+18,126
30
$466K 0.39%
+4,562
31
$460K 0.39%
+7,575
32
$441K 0.37%
+3,215
33
$429K 0.36%
+2,754
34
$413K 0.35%
+3,284
35
$363K 0.31%
+6,735
36
$348K 0.29%
+1,295
37
$341K 0.29%
+3,186
38
$325K 0.27%
+9,500
39
$310K 0.26%
+5,300
40
$286K 0.24%
+3,857
41
$283K 0.24%
+9,600
42
$275K 0.23%
+7,989
43
$275K 0.23%
+2,500
44
$268K 0.23%
+4,400
45
$259K 0.22%
+5,607
46
$236K 0.2%
+12,400
47
$232K 0.2%
+2,772
48
$232K 0.2%
+2,894
49
$220K 0.19%
+1,179
50
$212K 0.18%
+3,200
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