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
$240M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.83M
3
+$4.13M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$3.26M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.73M

Top Sells

1
+$3.15M
2
+$2.74M
3
+$1.44M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.36M
5
BIT icon
BlackRock Multi-Sector Income Trust
BIT
+$1.22M

Sector Composition

1 Technology 3.22%
2 Consumer Discretionary 0.99%
3 Communication Services 0.96%
4 Industrials 0.83%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 0.82%
19,884
-4,337
27
$1.96M 0.82%
+81,198
28
$1.88M 0.78%
41,209
-25,264
29
$1.85M 0.77%
56,222
+700
30
$1.84M 0.77%
23,180
+92
31
$1.81M 0.75%
73,272
+41
32
$1.75M 0.73%
77,066
-39
33
$1.74M 0.73%
37,690
-669
34
$1.62M 0.68%
29,681
-3,811
35
$1.55M 0.65%
26,569
+16,164
36
$1.53M 0.64%
32,912
-2,266
37
$1.52M 0.63%
47,810
-7,250
38
$1.51M 0.63%
81,578
-4,584
39
$1.5M 0.63%
41,565
-6,522
40
$1.5M 0.63%
36,482
+1,826
41
$1.44M 0.6%
19,343
+1,314
42
$1.4M 0.58%
18,332
-4,114
43
$1.35M 0.56%
37,457
-6,522
44
$1.31M 0.55%
31,667
-32,650
45
$1.31M 0.55%
40,593
+1,307
46
$1.31M 0.55%
27,989
-30,782
47
$1.19M 0.5%
24,530
+3,190
48
$1.18M 0.49%
2,161
-53
49
$1.12M 0.47%
10,123
+26
50
$1.08M 0.45%
43,184
+4,548
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