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
$208M
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.84M
3
+$3.65M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$2.97M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$1.83M

Top Sells

1
+$5.38M
2
+$4.6M
3
+$4.12M
4
AGZ icon
iShares Agency Bond ETF
AGZ
+$2.67M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.22M

Sector Composition

1 Technology 4.05%
2 Consumer Discretionary 1.28%
3 Communication Services 1.16%
4 Financials 0.87%
5 Industrials 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$415K 0.2%
+17,994
77
$406K 0.2%
3,989
+1,021
78
$403K 0.19%
62,364
+11,245
79
$393K 0.19%
5,588
+117
80
$355K 0.17%
5,375
-2,798
81
$354K 0.17%
27,684
+13,990
82
$352K 0.17%
2,852
-59
83
$348K 0.17%
2,362
+100
84
$337K 0.16%
4,023
-2,760
85
$331K 0.16%
2,927
-284
86
$330K 0.16%
3,606
+10
87
$327K 0.16%
16,860
+1,338
88
$312K 0.15%
7,418
-1,009
89
$311K 0.15%
4,451
-1,753
90
$305K 0.15%
+7,732
91
$298K 0.14%
8,093
92
$287K 0.14%
15,017
+4,969
93
$287K 0.14%
+12,839
94
$285K 0.14%
7,329
+282
95
$278K 0.13%
1,592
-20
96
$268K 0.13%
17,750
+2,710
97
$262K 0.13%
+10,935
98
$260K 0.13%
+9,129
99
$258K 0.12%
+3,796
100
$247K 0.12%
3,971
+33
1 2 3
4
5