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
$205M
AUM Growth
-$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$2M
3
+$1.96M
4
PCN
PIMCO Corporate & Income Strategy Fund
PCN
+$1.57M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$1.52M

Top Sells

1
+$2.44M
2
+$883K
3
+$749K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$691K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$625K

Sector Composition

1 Technology 3.84%
2 Consumer Discretionary 1.18%
3 Communication Services 1.15%
4 Industrials 0.8%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.85%
73,231
-400
27
$1.75M 0.85%
77,105
-1,306
28
$1.72M 0.84%
55,522
-1,018
29
$1.72M 0.84%
33,492
+537
30
$1.66M 0.81%
23,088
-6
31
$1.57M 0.77%
38,359
-1,497
32
$1.57M 0.77%
55,060
-1,270
33
$1.57M 0.77%
86,162
+69,302
34
$1.54M 0.75%
48,087
-1,146
35
$1.52M 0.74%
+24,398
36
$1.44M 0.7%
35,178
-2,060
37
$1.43M 0.7%
43,979
-1,511
38
$1.41M 0.69%
34,656
+13,816
39
$1.32M 0.64%
18,508
-4,935
40
$1.22M 0.59%
85,493
+2,211
41
$1.19M 0.58%
+18,029
42
$1.11M 0.54%
+7,188
43
$1.08M 0.53%
39,286
-2,815
44
$1.04M 0.51%
27,073
-1,018
45
$1.04M 0.51%
2,214
46
$1.02M 0.5%
11,557
-516
47
$1.02M 0.5%
4,386
+208
48
$999K 0.49%
26,519
-2,404
49
$981K 0.48%
23,807
-1,100
50
$967K 0.47%
+49,542
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