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
$229M
AUM Growth
+$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$5.89M
3
+$5.78M
4
PHYS icon
Sprott Physical Gold
PHYS
+$2.15M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$2.13M

Top Sells

1
+$8.85M
2
+$4.74M
3
+$4.39M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$3.59M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$3.03M

Sector Composition

1 Technology 4.36%
2 Communication Services 1.67%
3 Consumer Discretionary 1.34%
4 Industrials 0.78%
5 Energy 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 0.89%
25,520
+45
27
$2.03M 0.89%
33,016
+10,662
28
$1.99M 0.87%
49,839
+15,825
29
$1.92M 0.84%
47,783
+14,976
30
$1.75M 0.76%
+75,672
31
$1.72M 0.75%
+65,977
32
$1.52M 0.67%
14,539
-7,734
33
$1.48M 0.65%
27,851
+8,103
34
$1.31M 0.57%
38,021
+19,070
35
$1.29M 0.56%
2,849
+12
36
$1.27M 0.56%
4,125
-455
37
$1.2M 0.53%
3,348
+15
38
$1.2M 0.52%
8,721
-86
39
$1.17M 0.51%
22,437
+10,155
40
$1.16M 0.5%
+21,435
41
$1.15M 0.5%
28,074
+11,688
42
$1.13M 0.49%
13,635
+372
43
$1.12M 0.49%
4,417
-296
44
$1.1M 0.48%
35,026
+13,492
45
$1.03M 0.45%
23,253
+13,987
46
$1.01M 0.44%
2,267
47
$939K 0.41%
17,490
+3,515
48
$872K 0.38%
19,232
+4,941
49
$830K 0.36%
10,045
+30
50
$823K 0.36%
+36,237
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