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
$234M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$755K
2
+$356K
3
+$289K
4
PNC icon
PNC Financial Services
PNC
+$257K
5
TFC icon
Truist Financial
TFC
+$154K

Top Sells

1
+$3.16M
2
+$591K
3
+$512K
4
SYY icon
Sysco
SYY
+$479K
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$477K

Sector Composition

1 Technology 4.63%
2 Financials 2.41%
3 Industrials 1.66%
4 Healthcare 1.03%
5 Consumer Discretionary 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.44%
10,700
-200
27
$998K 0.43%
2,931
-115
28
$935K 0.4%
52,465
+42,392
29
$860K 0.37%
3,352
+1,126
30
$734K 0.31%
2,963
-1,209
31
$729K 0.31%
1,554
-209
32
$677K 0.29%
6,043
+732
33
$621K 0.27%
1,350
-14
34
$615K 0.26%
5,375
+846
35
$582K 0.25%
5,652
-789
36
$548K 0.23%
2,190
+210
37
$538K 0.23%
2,382
-320
38
$535K 0.23%
2,434
+165
39
$526K 0.23%
6,095
+250
40
$504K 0.22%
1,049
+88
41
$501K 0.21%
4,344
-73
42
$478K 0.2%
4,126
+335
43
$475K 0.2%
29,550
+6,625
44
$466K 0.2%
29,237
-3,679
45
$449K 0.19%
2,021
+130
46
$406K 0.17%
14,140
+333
47
$389K 0.17%
2,500
48
$366K 0.16%
5,248
-49
49
$362K 0.16%
4,400
50
$355K 0.15%
7,000
1
2
3