BIA
BHK Investment Advisors Portfolio holdings
AUM
$304M
1-Year Est. Return
11.6%
This Fund
S&P 500
1 Year Est. Return
+11.6%
AUM
$304M
AUM Growth
+$36.6M
(+14%)
Holding
76
Top Buys
| 1 | +$3.99M | |
| 2 | +$3.54M | |
| 3 | +$3.15M | |
| 4 |
Vanguard Mid-Cap Value ETF
VOE
|
+$3.1M |
| 5 |
Vanguard Mid-Cap Growth ETF
VOT
|
+$2.89M |
Top Sells
| 1 | +$505K | |
| 2 | +$425K | |
| 3 | +$364K | |
| 4 |
Zoetis
ZTS
|
+$285K |
| 5 |
Visa
V
|
+$232K |
Sector Composition
| 1 | Technology | 4.31% |
| 2 | Financials | 4.01% |
| 3 | Industrials | 2.23% |
| 4 | Consumer Discretionary | 0.8% |
| 5 | Energy | 0.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Visa
V
$610B
| – | – |
-679
|
|