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
$196M
AUM Growth
+$35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$7.05M
2
+$5.51M
3
+$3.41M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$2.73M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$2.39M

Top Sells

1
+$3.34M
2
+$1.72M
3
+$1.47M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$740K
5
TOTL icon
SPDR DoubleLine Total Return Tactical ETF
TOTL
+$583K

Sector Composition

1 Technology 3.99%
2 Communication Services 2.82%
3 Consumer Discretionary 1.11%
4 Industrials 0.7%
5 Financials 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$226K 0.12%
+651
77
$222K 0.11%
+4,504
78
$221K 0.11%
3,828
+36
79
$219K 0.11%
3,845
-51
80
$215K 0.11%
+5,863
81
$212K 0.11%
+5,139
82
$210K 0.11%
6,309
+23
83
$208K 0.11%
+888
84
$204K 0.1%
+1,413
85
$202K 0.1%
9,313
+294
86
$164K 0.08%
10,301
+110
87
$143K 0.07%
15,410
+3,114
88
– –
-2,800
89
– –
-10,761
90
– –
-9,011
1 2 3
4