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
$221M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.65M
3
+$1.95M
4
BND icon
Vanguard Total Bond Market
BND
+$1.75M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.01M

Top Sells

1
+$5.34M
2
+$4.75M
3
+$1.89M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$600K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$373K

Sector Composition

1 Technology 4.83%
2 Communication Services 2.27%
3 Consumer Discretionary 1.83%
4 Industrials 0.8%
5 Financials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.54M 0.7%
4,580
+149
27
$1.51M 0.68%
41,980
+2,695
28
$1.41M 0.64%
22,354
+2,519
29
$1.4M 0.63%
32,807
+2,129
30
$1.4M 0.63%
34,014
+2,088
31
$1.36M 0.62%
8,807
-12
32
$1.35M 0.61%
2,837
+115
33
$1.28M 0.58%
26,983
-7,872
34
$1.26M 0.57%
4,713
+419
35
$1.23M 0.55%
28,115
+1,546
36
$1.21M 0.55%
13,263
-1,871
37
$1.17M 0.53%
3,333
+966
38
$1.16M 0.53%
11,444
+8,369
39
$1.04M 0.47%
19,748
+785
40
$1.01M 0.46%
6,784
+2,514
41
$994K 0.45%
2,395
+1,429
42
$969K 0.44%
+19,325
43
$935K 0.42%
1,552
44
$878K 0.4%
2,267
45
$838K 0.38%
7,468
+41
46
$831K 0.38%
5,740
47
$793K 0.36%
37,532
-2,566
48
$791K 0.36%
13,975
+760
49
$742K 0.34%
1,307
-2
50
$730K 0.33%
4,380
+340
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2
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