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
$221M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$3.65M
3
+$1.95M
4
BND icon
Vanguard Total Bond Market
BND
+$1.75M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.01M

Top Sells

1
+$5.34M
2
+$4.75M
3
+$1.89M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$600K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$373K

Sector Composition

1 Technology 4.83%
2 Communication Services 2.27%
3 Consumer Discretionary 1.83%
4 Industrials 0.8%
5 Financials 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$723K 0.33%
16,386
+1,476
52
$711K 0.32%
21,534
+10,510
53
$697K 0.32%
14,291
+7,543
54
$697K 0.32%
18,951
+1,368
55
$670K 0.3%
12,282
+4,643
56
$613K 0.28%
10,015
+39
57
$607K 0.27%
+36,682
58
$606K 0.27%
+7,390
59
$593K 0.27%
4,100
-380
60
$584K 0.26%
+2,260
61
$550K 0.25%
11,703
-1,665
62
$541K 0.24%
3,546
+235
63
$540K 0.24%
+5,200
64
$540K 0.24%
3,412
+1,315
65
$507K 0.23%
4,527
-184
66
$479K 0.22%
4,643
67
$477K 0.22%
5,471
68
$473K 0.21%
11,019
-498
69
$471K 0.21%
4,060
+21
70
$458K 0.21%
15,560
+480
71
$455K 0.21%
2,262
72
$432K 0.2%
+1,239
73
$411K 0.19%
9,266
+2
74
$407K 0.18%
+13,775
75
$399K 0.18%
+3,773
1 2
3
4 5