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Bivin & Associates Portfolio holdings

AUM $93.1M
This Fund
S&P 500
This Quarter Est. Return
+3.37%
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
Cap. Flow
+$114M
Cap. Flow %
99.17%
Top 10 Hldgs %
53.95%
Holding
412
New
411
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 5.68%
2 Industrials 5.35%
3 Consumer Discretionary 4.67%
4 Healthcare 4.24%
5 Consumer Staples 3.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PTBD icon
1
Pacer Trendpilot US Bond ETF
PTBD
$86M
$9.96M 8.69%
+369,843
New +$9.96M
IUSB icon
2
iShares Core Universal USD Bond ETF
IUSB
$43.2B
$8.38M 7.31%
+158,321
New +$8.39M
VEU icon
3
Vanguard FTSE All-World ex-US ETF
VEU
$68B
$8.03M 7%
+130,970
New +$8.1M
SRLN icon
4
State Street Blackstone Senior Loan ETF
SRLN
$5.33B
$7.97M 6.96%
+174,740
New +$7.99M
BSV icon
5
Vanguard Short-Term Bond ETF
BSV
$44.6B
$6.66M 5.81%
+82,398
New +$6.7M
EPRF icon
6
Innovator S&P Investment Grade Preferred ETF
EPRF
$68.3M
$5.16M 4.5%
+215,541
New +$5.16M
IGHG icon
7
ProShares Investment Grade-Interest Rate Hedged
IGHG
$329M
$4.14M 3.62%
+55,704
New +$4.18M
REET icon
8
iShares Global REIT ETF
REET
$5.13B
$3.98M 3.48%
+130,146
New +$3.8M
HYMB icon
9
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$3.18B
$3.87M 3.38%
+128,808
New +$3.85M
MUB icon
10
iShares National Muni Bond ETF
MUB
$45.4B
$3.67M 3.2%
+31,582
New +$3.67M
FDIS icon
11
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.73B
$3.27M 2.85%
+37,053
New +$3.22M
COM icon
12
Direxion Auspice Broad Commodity Strategy ETF
COM
$204M
$3.06M 2.67%
+104,806
New +$3.35M
GUNR icon
13
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.26B
$2.39M 2.08%
+60,485
New +$2.34M
AAPL icon
14
Apple
AAPL
$4.54T
$2.14M 1.87%
+12,067
New +$1.91M
COWZ icon
15
Pacer US Cash Cows 100 ETF
COWZ
$19B
$1.33M 1.16%
+28,160
New +$1.29M
CVS icon
16
CVS Health
CVS
$126B
$1.28M 1.12%
+12,393
New +$1.15M
JNJ icon
17
Johnson & Johnson
JNJ
$621B
$1.27M 1.11%
+7,446
New +$1.22M
CSCO icon
18
Cisco
CSCO
$479B
$1.25M 1.09%
+19,785
New +$1.13M
PG icon
19
Procter & Gamble
PG
$342B
$1.25M 1.09%
+7,659
New +$1.14M
DIAL icon
20
Columbia Diversified Fixed Income Allocation ETF
DIAL
$388M
$1.21M 1.06%
+56,781
New +$1.21M
INTC icon
21
Intel
INTC
$510B
$1.2M 1.05%
+23,253
New +$1.19M
MCD icon
22
McDonald's
MCD
$195B
$1.2M 1.04%
+4,461
New +$1.13M
SO icon
23
Southern Company
SO
$107B
$1.19M 1.04%
+17,322
New +$1.1M
HSY icon
24
Hershey
HSY
$36.1B
$1.17M 1.02%
+6,051
New +$1.1M
T icon
25
AT&T
T
$158B
$1.16M 1.01%
+62,620
New +$1.17M

Similar funds

Bivin & Associates's Q4 2021 Portfolio in Review

Q4 2021 is the first quarter with a 13F filing on record for Bivin & Associates, which disclosed 412 positions worth $115M. Its ten largest holdings account for 54% of the portfolio.

Its largest position is Pacer Trendpilot US Bond ETF: 369,843 shares worth $9.96M.

By sector, the portfolio is most concentrated in Technology at 5.7% of assets, followed by Industrials and Consumer Discretionary.

  • Bivin & Associates's largest Q4 2021 buy was Pacer Trendpilot US Bond ETF: 369,843 shares worth $9.96M.
  • Bivin & Associates's ten largest holdings make up 54% of its $115M portfolio in Q4 2021.
  • Bivin & Associates disclosed 412 positions in Q4 2021, its first 13F filing on record.

Based on Bivin & Associates's 13F filing for Q4 2021, filed 14 Feb 2022.