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
$212M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$21.2M
3
+$20.4M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$18.3M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$13.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.25%
2 Communication Services 2.53%
3 Consumer Discretionary 1.2%
4 Industrials 0.61%
5 Financials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$499K 0.24%
+9,962
52
$489K 0.23%
+2,286
53
$481K 0.23%
+4,066
54
$477K 0.22%
+4,912
55
$473K 0.22%
+1,254
56
$459K 0.22%
+3,033
57
$431K 0.2%
+12,182
58
$426K 0.2%
+10,336
59
$421K 0.2%
+3,518
60
$359K 0.17%
+5,553
61
$336K 0.16%
+2,645
62
$336K 0.16%
+23,710
63
$333K 0.16%
+6,349
64
$325K 0.15%
+9,346
65
$297K 0.14%
+4,495
66
$277K 0.13%
+2,362
67
$257K 0.12%
+969
68
$250K 0.12%
+19,160
69
$245K 0.12%
+3,912
70
$237K 0.11%
+1,084
71
$236K 0.11%
+3,757
72
$236K 0.11%
+6,422
73
$230K 0.11%
+10,752
74
$221K 0.1%
+7,305
75
$219K 0.1%
+10,070
1 2
3
4