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
$229M
AUM Growth
+$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$5.89M
3
+$5.78M
4
PHYS icon
Sprott Physical Gold
PHYS
+$2.15M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$2.13M

Top Sells

1
+$8.85M
2
+$4.74M
3
+$4.39M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$3.59M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$3.03M

Sector Composition

1 Technology 4.36%
2 Communication Services 1.67%
3 Consumer Discretionary 1.34%
4 Industrials 0.78%
5 Energy 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$811K 0.35%
+45,970
52
$756K 0.33%
1,313
+6
53
$745K 0.33%
5,360
-380
54
$714K 0.31%
4,380
55
$694K 0.3%
2,317
-78
56
$677K 0.3%
6,783
+3,010
57
$652K 0.28%
+27,200
58
$625K 0.27%
13,056
-20,168
59
$604K 0.26%
8,173
+783
60
$604K 0.26%
1,612
+60
61
$598K 0.26%
21,244
+7,469
62
$573K 0.25%
4,100
63
$527K 0.23%
5,200
64
$498K 0.22%
13,835
+2,132
65
$462K 0.2%
6,204
+2,250
66
$455K 0.2%
2,248
-12
67
$453K 0.2%
5,471
68
$448K 0.2%
51,119
+19,226
69
$438K 0.19%
3,211
-201
70
$433K 0.19%
2,262
71
$410K 0.18%
15,040
-520
72
$390K 0.17%
3,596
-464
73
$379K 0.17%
2,911
-635
74
$377K 0.16%
8,427
-18,556
75
$367K 0.16%
5,164
+843
1 2
3
4 5