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
$259M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$7.22M
3
+$4.01M
4
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$2.99M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$2.48M

Top Sells

1
+$10.4M
2
+$4.89M
3
+$4.5M
4
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$3.62M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$3.48M

Sector Composition

1 Technology 3.87%
2 Communication Services 1.16%
3 Consumer Discretionary 0.93%
4 Industrials 0.84%
5 Financials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.44%
22,960
-1,570
52
$1.11M 0.43%
10,147
+24
53
$1.1M 0.43%
49,166
-1,145
54
$1.04M 0.4%
30,346
-25,876
55
$1.02M 0.39%
17,849
-580
56
$1.01M 0.39%
4,219
-30
57
$997K 0.38%
2,159
-2
58
$985K 0.38%
118,094
+46,437
59
$903K 0.35%
22,024
-753
60
$901K 0.35%
9,001
+176
61
$812K 0.31%
2,750
+243
62
$802K 0.31%
1,951
+6
63
$786K 0.3%
16,064
+45
64
$771K 0.3%
10,442
-1,065
65
$737K 0.28%
8,893
-892
66
$705K 0.27%
1,418
+6
67
$693K 0.27%
13,041
-677
68
$675K 0.26%
6,977
-3,753
69
$642K 0.25%
3,504
+20
70
$637K 0.25%
6,168
+187
71
$588K 0.23%
5,200
72
$584K 0.23%
5,632
+667
73
$577K 0.22%
1,671
+2
74
$566K 0.22%
39,791
-26,261
75
$554K 0.21%
22,726
-58,472
1 2
3
4 5