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
$161M
AUM Growth
-$51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$1.87M
3
+$1.11M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.02M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$874K

Top Sells

1
+$20M
2
+$8.14M
3
+$6.72M
4
ZROZ icon
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
+$5.59M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.7M

Sector Composition

1 Technology 3.67%
2 Communication Services 2.98%
3 Consumer Discretionary 1.29%
4 Industrials 0.93%
5 Energy 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
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