BIA
BHK Investment Advisors Portfolio holdings
AUM
$255M
1-Year Est. Return
12.18%
1 Year Est. Return
+12.18%
AUM
$255M
AUM Growth
+$18.9M
(+8%)
Holding
63
Top Buys
| 1 | +$1.71M | |
| 2 | +$677K | |
| 3 | +$659K | |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
+$391K |
| 5 |
Wells Fargo
WFC
|
+$212K |
Top Sells
| 1 | +$496K | |
| 2 | +$224K | |
| 3 | +$216K | |
| 4 |
Vanguard Short-Term Bond ETF
BSV
|
+$138K |
| 5 |
Vanguard Mega Cap Value ETF
MGV
|
+$83.8K |
Sector Composition
| 1 | Technology | 3.86% |
| 2 | Financials | 2.4% |
| 3 | Industrials | 1.83% |
| 4 | Consumer Discretionary | 0.87% |
| 5 | Healthcare | 0.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Alphabet (Google) Class A
GOOGL
$3.06T
| $384K | 0.15% |
2,180
|
|
||
52
Palantir
PLTR
$423B
| $337K | 0.13% |
2,475
+50
|
|
||
53
iShares Russell 2000 Growth ETF
IWO
$13.1B
| $331K | 0.13% |
1,159
+135
|
|
||
54
PNC Financial Services
PNC
$70.4B
| $318K | 0.12% |
1,705
|
|
||
55
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.68B
| $306K | 0.12% |
6,000
|
|
||
56
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
| $302K | 0.12% |
9,000
|
|
||
57
Home Depot
HD
$390B
| $288K | 0.11% |
785
+87
|
|
||
58
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
| $279K | 0.11% |
2,545
-80
|
|
||
59
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.39B
| $274K | 0.11% |
3,200
|
|
||
60
Visa
V
$664B
| $245K | 0.1% |
690
+13
|
|
||
61
Vanguard Total International Stock ETF
VXUS
$107B
| $231K | 0.09% |
3,350
|
|
||
62
Bank of America
BAC
$376B
| $227K | 0.09% |
4,801
-29
|
|
||
|
63
Wells Fargo
WFC
$262B
| $212K | 0.08% |
+2,646
|
|