BA
Bridge Advisory Portfolio holdings
AUM
$210M
1-Year Return
21.75%
This Quarter Return
+4.21%
1 Year Return
+21.75%
3 Year Return
+6.7%
5 Year Return
–
10 Year Return
–
AUM
$196M
AUM Growth
+$35M
(+22%)
Cap. Flow
+$29.4M
Cap. Flow
% of AUM
14.96%
Top 10 Holdings %
Top 10 Hldgs %
65.6%
Holding
90
New
16
Increased
47
Reduced
20
Closed
3
Top Buys
| 1 |
iShares TIPS Bond ETF
TIP
|
$7.05M |
| 2 |
Vanguard World Funds Extended Duration ETF
EDV
|
$5.51M |
| 3 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
$3.41M |
| 4 |
iShares Agency Bond ETF
AGZ
|
$2.73M |
| 5 |
VanEck Gold Miners ETF
GDX
|
$2.39M |
Top Sells
Sector Composition
| 1 | Technology | 3.99% |
| 2 | Communication Services | 2.82% |
| 3 | Consumer Discretionary | 1.11% |
| 4 | Industrials | 0.7% |
| 5 | Financials | 0.38% |
