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
$174M
AUM Growth
-$43.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$396K
2 +$204K
3 +$48.3K

Top Sells

1 +$12.6M
2 +$7.2M
3 +$5.83M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$5.68M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$5.29M

Sector Composition

1 Technology 5.28%
2 Financials 2.17%
3 Industrials 1.65%
4 Healthcare 0.93%
5 Consumer Discretionary 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$243K 0.14%
7,207
-600
52
$241K 0.14%
957
-165
53
$204K 0.12%
+251
54
-3,401
55
-2,305
56
-23,263