BA
Bridge Advisory Portfolio holdings
AUM
$210M
This Quarter Return
-2.39%
1 Year Return
+21.75%
3 Year Return
+6.7%
5 Year Return
–
10 Year Return
–
AUM
$229M
AUM Growth
+$229M
(+3.6%)
Cap. Flow
+$15.9M
Cap. Flow
% of AUM
6.95%
Top 10 Holdings %
Top 10 Hldgs %
55.12%
Holding
108
New
11
Increased
45
Reduced
31
Closed
13
Top Buys
| 1 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$15.8M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$5.89M |
| 3 |
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
|
$5.78M |
| 4 |
Sprott Physical Gold
PHYS
|
$2.15M |
| 5 |
iShares Agency Bond ETF
AGZ
|
$2.13M |
Top Sells
Sector Composition
| 1 | Technology | 4.36% |
| 2 | Communication Services | 1.67% |
| 3 | Consumer Discretionary | 1.34% |
| 4 | Industrials | 0.78% |
| 5 | Energy | 0.45% |
