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
$208M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.84M
3
+$3.65M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.97M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.83M

Top Sells

1
+$5.38M
2
+$4.6M
3
+$4.12M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$2.67M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.22M

Sector Composition

1 Technology 4.05%
2 Consumer Discretionary 1.28%
3 Communication Services 1.16%
4 Financials 0.87%
5 Industrials 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$923K 0.44%
+20,840
52
$919K 0.44%
20,115
+2,625
53
$912K 0.44%
27,990
-84
54
$886K 0.43%
44,463
+8,226
55
$851K 0.41%
10,070
+25
56
$847K 0.41%
12,875
-760
57
$834K 0.4%
35,283
+14,039
58
$812K 0.39%
8,670
-51
59
$787K 0.38%
3,375
+27
60
$712K 0.34%
19,318
+11,828
61
$704K 0.34%
2,471
+154
62
$682K 0.33%
15,186
+2,130
63
$671K 0.32%
1,367
+54
64
$597K 0.29%
5,240
-120
65
$545K 0.26%
+1,964
66
$537K 0.26%
4,919
+539
67
$505K 0.24%
4,400
+300
68
$491K 0.24%
+19,030
69
$481K 0.23%
5,200
70
$455K 0.22%
+17,382
71
$441K 0.21%
7,258
+2,094
72
$434K 0.21%
+16,436
73
$423K 0.2%
+12,773
74
$420K 0.2%
2,321
+73
75
$416K 0.2%
+1
1 2
3
4 5