BIA
BHK Investment Advisors Portfolio holdings
AUM
$255M
This Quarter Return
-0.63%
1 Year Return
+12.18%
3 Year Return
+43.94%
5 Year Return
+64.77%
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
(+14%)
Cap. Flow
+$17.7M
Cap. Flow
% of AUM
13.06%
Top 10 Holdings %
Top 10 Hldgs %
68%
Holding
70
New
18
Increased
39
Reduced
5
Closed
1
Top Buys
| 1 |
ServisFirst Bancshares
SFBS
|
$3.03M |
| 2 |
Vanguard Total Bond Market
BND
|
$2.39M |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$1.21M |
| 4 |
Apple
AAPL
|
$700K |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
$698K |
Top Sells
Sector Composition
| 1 | Financials | 5.63% |
| 2 | Technology | 1.82% |
| 3 | Healthcare | 1.11% |
| 4 | Industrials | 0.8% |
| 5 | Communication Services | 0.76% |
