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
$202M
AUM Growth
+$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$4.99M
3
+$2.36M
4
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$2.26M
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$1.98M

Top Sells

1
+$4.95M
2
+$2.93M
3
+$2.72M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.66M
5
PHYS icon
Sprott Physical Gold
PHYS
+$2.58M

Sector Composition

1 Technology 4.58%
2 Communication Services 1.44%
3 Industrials 1.1%
4 Energy 0.93%
5 Consumer Discretionary 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1.11%
53,119
-7,651
27
$2.21M 1.1%
73,052
-3,482
28
$2.12M 1.05%
54,712
-18,897
29
$2.09M 1.04%
65,467
-14,400
30
$2M 0.99%
34,613
-2,484
31
$1.96M 0.97%
85,181
-22,533
32
$1.94M 0.96%
74,506
+37,284
33
$1.92M 0.95%
17,339
-1,704
34
$1.88M 0.93%
51,990
+19,935
35
$1.88M 0.93%
14,311
+78
36
$1.88M 0.93%
16,151
+58
37
$1.82M 0.9%
4,333
-125
38
$1.7M 0.84%
6,515
+2,518
39
$1.66M 0.82%
25,224
-5,819
40
$1.65M 0.82%
35,097
-5,226
41
$1.61M 0.8%
8,927
42
$1.44M 0.72%
53,631
+18,927
43
$1.34M 0.67%
24,185
+2,385
44
$1.24M 0.61%
12,131
-712
45
$1.21M 0.6%
13,350
-2,850
46
$1.17M 0.58%
27,964
-2,323
47
$1.16M 0.57%
16,831
+5,901
48
$1.15M 0.57%
9,361
+246
49
$1.14M 0.57%
31,802
+10,496
50
$1.07M 0.53%
6,731
+24
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