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
$212M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$35.7M
2
+$21.2M
3
+$20.4M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$18.3M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$13.9M

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.25%
2 Communication Services 2.53%
3 Consumer Discretionary 1.2%
4 Industrials 0.61%
5 Financials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$213K 0.1%
+924
77
$208K 0.1%
+2,176
78
$152K 0.07%
+10,117
79
$15K 0.01%
+23,564
1 2 3
4