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
$136M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$2.39M
3
+$1.21M
4
AAPL icon
Apple
AAPL
+$700K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$698K

Top Sells

1
+$614K
2
+$356K
3
+$343K
4
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$71.4K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$16.5K

Sector Composition

1 Financials 5.63%
2 Technology 1.82%
3 Healthcare 1.11%
4 Industrials 0.8%
5 Communication Services 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$634K 0.47%
2,617
27
$612K 0.45%
5,023
+1,739
28
$562K 0.41%
20,866
+2,740
29
$542K 0.4%
10,129
+3,394
30
$541K 0.4%
5,358
+796
31
$488K 0.36%
4,440
+1,254
32
$471K 0.35%
+4,396
33
$464K 0.34%
+12,359
34
$457K 0.34%
2,857
+103
35
$450K 0.33%
3,315
+100
36
$442K 0.33%
8,428
+853
37
$441K 0.33%
6,100
+800
38
$367K 0.27%
7,054
+1,447
39
$364K 0.27%
1,371
+76
40
$358K 0.26%
+2,790
41
$338K 0.25%
+1,000
42
$334K 0.25%
11,123
+1,523
43
$319K 0.24%
9,500
44
$318K 0.23%
+4,214
45
$307K 0.23%
3,877
+983
46
$301K 0.22%
+2,564
47
$293K 0.22%
+6,706
48
$291K 0.21%
+3,768
49
$285K 0.21%
3,870
+13
50
$270K 0.2%
+5,200
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