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
$196M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$5.51M
3
+$3.41M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$2.73M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$2.39M

Top Sells

1
+$3.34M
2
+$1.72M
3
+$1.47M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$740K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$583K

Sector Composition

1 Technology 3.99%
2 Communication Services 2.82%
3 Consumer Discretionary 1.11%
4 Industrials 0.7%
5 Financials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$511K 0.26%
1,292
+12
52
$506K 0.26%
+13,227
53
$497K 0.25%
3,035
+1
54
$495K 0.25%
12,501
+6,572
55
$491K 0.25%
+3,625
56
$456K 0.23%
8,485
+2,855
57
$437K 0.22%
3,785
-12,758
58
$434K 0.22%
3,766
+5
59
$426K 0.22%
5,471
60
$418K 0.21%
4,643
+128
61
$411K 0.21%
4,780
-909
62
$402K 0.2%
3,946
+13
63
$389K 0.2%
9,263
-84
64
$384K 0.2%
4,040
-122
65
$346K 0.18%
8,093
66
$333K 0.17%
+846
67
$326K 0.17%
2,097
-15
68
$305K 0.16%
956
+3
69
$303K 0.15%
15,160
-840
70
$270K 0.14%
+4,904
71
$263K 0.13%
1,657
+3
72
$249K 0.13%
3,932
+10
73
$247K 0.13%
6,238
+8
74
$240K 0.12%
+7,952
75
$240K 0.12%
6,116
-491
1 2
3
4