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
$240M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.83M
3
+$4.13M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$3.26M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.73M

Top Sells

1
+$3.15M
2
+$2.74M
3
+$1.44M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.36M
5
BIT icon
BlackRock Multi-Sector Income Trust
BIT
+$1.22M

Sector Composition

1 Technology 3.22%
2 Consumer Discretionary 0.99%
3 Communication Services 0.96%
4 Industrials 0.83%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.44%
42,702
+676
52
$1.05M 0.44%
42,852
+23,764
53
$1.05M 0.44%
4,249
+18
54
$1.03M 0.43%
4,302
-84
55
$1.02M 0.43%
10,730
-827
56
$1M 0.42%
50,311
+769
57
$980K 0.41%
18,429
+2,834
58
$976K 0.41%
66,052
+6,294
59
$973K 0.41%
32,847
-2,065
60
$937K 0.39%
22,777
-3,742
61
$914K 0.38%
19,979
-3,828
62
$856K 0.36%
+9,785
63
$835K 0.35%
21,579
-5,494
64
$827K 0.35%
11,507
-7,001
65
$792K 0.33%
2,507
66
$767K 0.32%
8,825
-67
67
$762K 0.32%
16,019
-3,063
68
$747K 0.31%
1,945
-76
69
$732K 0.31%
+7,647
70
$688K 0.29%
22,596
-4,697
71
$683K 0.29%
13,718
+8,292
72
$644K 0.27%
1,412
-3
73
$591K 0.25%
3,484
-3,704
74
$590K 0.25%
71,657
75
$553K 0.23%
12,563
+3,826
1 2
3
4 5