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
$133M
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$2.22M
2 +$457K
3 +$443K
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$399K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$340K

Sector Composition

1 Financials 3.46%
2 Technology 2.13%
3 Healthcare 1.88%
4 Communication Services 1.27%
5 Consumer Discretionary 0.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-10,519
77
-1,913
78
-11,562