BIA
BHK Investment Advisors Portfolio holdings
AUM
$255M
1-Year Est. Return
12.18%
1 Year Est. Return
+12.18%
AUM
$237M
AUM Growth
-$29.9M
(-11%)
Holding
62
Top Buys
| 1 | +$568K | |
| 2 | +$534K | |
| 3 | +$422K | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$208K |
| 5 |
Palantir
PLTR
|
+$205K |
Top Sells
| 1 | +$3.18M | |
| 2 | +$3.14M | |
| 3 | +$2.91M | |
| 4 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$2.87M |
| 5 |
Vanguard Small-Cap Value ETF
VBR
|
+$2.41M |
Sector Composition
| 1 | Technology | 3.93% |
| 2 | Financials | 2.33% |
| 3 | Industrials | 1.88% |
| 4 | Consumer Discretionary | 0.84% |
| 5 | Healthcare | 0.78% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.68B
| $305K | 0.13% |
6,000
|
|
||
52
PNC Financial Services
PNC
$70.4B
| $300K | 0.13% |
1,705
-333
|
|
||
53
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.8B
| $299K | 0.13% |
9,000
|
|
||
54
NVIDIA
NVDA
$4.46T
| $296K | 0.13% |
2,728
+508
|
|
||
55
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$31.3B
| $285K | 0.12% |
2,625
+19
|
|
||
56
Vanguard S&P Small-Cap 600 Value ETF
VIOV
$1.39B
| $269K | 0.11% |
3,200
|
|
||
57
iShares Russell 2000 Growth ETF
IWO
$13.1B
| $262K | 0.11% |
1,024
|
|
||
58
Home Depot
HD
$390B
| $256K | 0.11% |
698
+3
|
|
||
59
Visa
V
$664B
| $237K | 0.1% |
677
+22
|
|
||
|
60
Vanguard Total International Stock ETF
VXUS
$107B
| $208K | 0.09% |
+3,350
|
|
||
|
61
Palantir
PLTR
$423B
| $205K | 0.09% |
+2,425
|
|
||
62
Bank of America
BAC
$376B
| $202K | 0.09% |
4,830
-5,350
|
|