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
$259M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$7.22M
3
+$4.01M
4
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$2.99M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$2.48M

Top Sells

1
+$10.4M
2
+$4.89M
3
+$4.5M
4
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$3.62M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$3.48M

Sector Composition

1 Technology 3.87%
2 Communication Services 1.16%
3 Consumer Discretionary 0.93%
4 Industrials 0.84%
5 Financials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.49M 0.96%
48,646
-390
27
$2.48M 0.96%
53,198
+4,942
28
$2.48M 0.96%
+42,384
29
$2.34M 0.9%
49,735
+12,045
30
$2.26M 0.87%
31,932
+720
31
$2.11M 0.82%
38,697
+9,016
32
$1.94M 0.75%
19,554
-330
33
$1.79M 0.69%
21,424
-1,756
34
$1.77M 0.68%
46,476
+9,019
35
$1.73M 0.67%
+46,516
36
$1.72M 0.67%
72,629
-643
37
$1.69M 0.65%
+34,701
38
$1.68M 0.65%
20,571
+2,239
39
$1.67M 0.64%
39,236
+7,569
40
$1.62M 0.62%
78,751
+1,685
41
$1.52M 0.59%
24,633
-1,936
42
$1.5M 0.58%
46,125
-1,685
43
$1.47M 0.57%
34,360
-2,122
44
$1.41M 0.54%
19,018
-325
45
$1.4M 0.54%
37,464
-4,101
46
$1.37M 0.53%
50,877
+7,693
47
$1.33M 0.51%
4,619
+317
48
$1.32M 0.51%
26,433
-6,479
49
$1.27M 0.49%
27,808
+7,829
50
$1.2M 0.46%
42,506
-196
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2
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