BA

Bridge Advisory Portfolio holdings

AUM $210M
1-Year Est. Return 21.75%
This Quarter Est. Return
1 Year Est. Return
+21.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$21.2M
3
+$20.4M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$18.3M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$13.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.25%
2 Communication Services 2.53%
3 Consumer Discretionary 1.2%
4 Industrials 0.61%
5 Financials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 0.68%
+9,196
27
$1.33M 0.63%
+14,970
28
$1.25M 0.59%
+22,949
29
$1.22M 0.58%
+35,595
30
$1.22M 0.58%
+13,940
31
$1.12M 0.53%
+5,049
32
$1.09M 0.51%
+24,517
33
$1.02M 0.48%
+15,928
34
$937K 0.44%
+4,187
35
$872K 0.41%
+1,613
36
$833K 0.39%
+8,163
37
$828K 0.39%
+26,903
38
$810K 0.38%
+2,659
39
$808K 0.38%
+4,960
40
$808K 0.38%
+3,435
41
$798K 0.38%
+14,190
42
$773K 0.36%
+6,036
43
$682K 0.32%
+9,448
44
$674K 0.32%
+19,210
45
$669K 0.32%
+2,876
46
$651K 0.31%
+5,698
47
$647K 0.31%
+12,047
48
$568K 0.27%
+6,480
49
$545K 0.26%
+6,700
50
$526K 0.25%
+6,090
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