BIA
BHK Investment Advisors Portfolio holdings
AUM
$255M
This Quarter Return
-1.17%
1 Year Return
+12.18%
3 Year Return
+43.94%
5 Year Return
+64.77%
10 Year Return
–
AUM
$243M
AUM Growth
+$243M
(-0.84%)
Cap. Flow
+$1.31M
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
75.83%
Holding
66
New
2
Increased
24
Reduced
30
Closed
–
Top Buys
Top Sells
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$602K |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$522K |
| 3 |
Vanguard FTSE Pacific ETF
VPL
|
$446K |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
$395K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$370K |
Sector Composition
| 1 | Technology | 3.3% |
| 2 | Financials | 2.05% |
| 3 | Healthcare | 1.23% |
| 4 | Industrials | 0.99% |
| 5 | Consumer Discretionary | 0.9% |
