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
$273M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.86M
3
+$1.85M
4
AAPL icon
Apple
AAPL
+$1.12M
5
AMZN icon
Amazon
AMZN
+$652K

Top Sells

1
+$538K
2
+$209K
3
+$207K
4
PHYS icon
Sprott Physical Gold
PHYS
+$203K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$165K

Sector Composition

1 Technology 4.82%
2 Communication Services 1.2%
3 Consumer Discretionary 1.2%
4 Financials 0.98%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.47%
24,525
+1,565
52
$1.27M 0.47%
50,246
+1,080
53
$1.26M 0.46%
27,034
-774
54
$1.09M 0.4%
10,203
+56
55
$1.07M 0.39%
18,577
+728
56
$1.06M 0.39%
30,829
+483
57
$1.03M 0.38%
4,209
-10
58
$1.02M 0.38%
39,598
-2,908
59
$978K 0.36%
2,145
-14
60
$920K 0.34%
118,094
61
$891K 0.33%
7,445
+1,813
62
$888K 0.33%
21,116
-908
63
$822K 0.3%
35,019
+12,905
64
$811K 0.3%
9,086
+85
65
$784K 0.29%
15,899
-165
66
$778K 0.29%
1,445
+27
67
$762K 0.28%
10,487
+45
68
$747K 0.27%
17,650
-220
69
$740K 0.27%
2,383
-367
70
$737K 0.27%
16,730
+20
71
$722K 0.26%
6,062
+212
72
$692K 0.25%
17,060
-726
73
$689K 0.25%
7,023
+46
74
$656K 0.24%
5,200
75
$635K 0.23%
12,488
-553
1 2
3
4 5