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
$208M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.84M
3
+$3.65M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.97M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.83M

Top Sells

1
+$5.38M
2
+$4.6M
3
+$4.12M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$2.67M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.22M

Sector Composition

1 Technology 4.05%
2 Consumer Discretionary 1.28%
3 Communication Services 1.16%
4 Financials 0.87%
5 Industrials 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.83%
+39,856
27
$1.71M 0.82%
15,843
-49,833
28
$1.7M 0.82%
21,754
+69
29
$1.68M 0.81%
49,233
-606
30
$1.66M 0.8%
23,094
-3,000
31
$1.64M 0.79%
37,238
-3,596
32
$1.55M 0.75%
45,490
-2,293
33
$1.48M 0.71%
+29,970
34
$1.28M 0.62%
42,101
-9,471
35
$1.26M 0.61%
47,428
+12,402
36
$1.25M 0.6%
24,771
+2,334
37
$1.22M 0.59%
+83,282
38
$1.15M 0.56%
+24,559
39
$1.15M 0.55%
12,073
-2,466
40
$1.15M 0.55%
28,091
+240
41
$1.13M 0.55%
28,923
+5,670
42
$1.11M 0.53%
24,907
+3,472
43
$1.09M 0.52%
2,843
-6
44
$1.06M 0.51%
4,178
+53
45
$1.05M 0.51%
36,830
-1,191
46
$1.04M 0.5%
4,394
-23
47
$1.04M 0.5%
2,214
-53
48
$1.04M 0.5%
24,138
+4,906
49
$965K 0.47%
42,197
+14,997
50
$936K 0.45%
55,660
+9,690
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2
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