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
51
$211K 0.18%
+2,743
52
$134K 0.11%
+2,478