BIA
BHK Investment Advisors Portfolio holdings
AUM
$255M
This Quarter Return
+4.9%
1 Year Return
+12.18%
3 Year Return
+43.94%
5 Year Return
+64.77%
10 Year Return
–
AUM
$215M
AUM Growth
+$215M
(+0.49%)
Cap. Flow
+$1.05M
Cap. Flow
% of AUM
0.49%
Top 10 Holdings %
Top 10 Hldgs %
74.7%
Holding
64
New
3
Increased
12
Reduced
–
Closed
–
Top Buys
| 1 |
Royal Bank of Canada
RY
|
$389K |
| 2 |
CrowdStrike
CRWD
|
$375K |
| 3 |
XYZ
Block, Inc.
XYZ
|
$221K |
| 4 |
Honeywell
HON
|
$21.3K |
| 5 |
Sysco
SYY
|
$14.9K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.8% |
| 2 | Financials | 1.93% |
| 3 | Healthcare | 1.59% |
| 4 | Industrials | 1.06% |
| 5 | Consumer Discretionary | 0.99% |
