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
$176M
AUM Growth
+$2.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$2.45M
2
+$2.33M
3
+$2.31M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.24M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$2.2M

Top Sells

1
+$2.26M
2
+$2.19M
3
+$2.05M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.83M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.82M

Sector Composition

1 Technology 3.11%
2 Financials 2.66%
3 Healthcare 1.84%
4 Communication Services 1.01%
5 Consumer Discretionary 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-100,500
77
– –
-26,881
78
– –
-43,134
79
– –
-6,280
80
– –
-3,405
81
– –
-3,082
82
– –
-3,537
83
– –
-50
1 2 3
4