BIA

BHK Investment Advisors Portfolio holdings

AUM $268M
1-Year Est. Return 11.07%
This Quarter Est. Return
1 Year Est. Return
+11.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$237M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$568K
2
+$534K
3
+$422K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$208K
5
PLTR icon
Palantir
PLTR
+$205K

Top Sells

1
+$3.18M
2
+$3.14M
3
+$2.91M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.87M
5
VBR icon
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
$305K 0.13%
6,000
52
$300K 0.13%
1,705
-333
53
$299K 0.13%
9,000
54
$296K 0.13%
2,728
+508
55
$285K 0.12%
2,625
+19
56
$269K 0.11%
3,200
57
$262K 0.11%
1,024
58
$256K 0.11%
698
+3
59
$237K 0.1%
677
+22
60
$208K 0.09%
+3,350
61
$205K 0.09%
+2,425
62
$202K 0.09%
4,830
-5,350
1 2
3