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
$240M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.83M
3
+$4.13M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$3.26M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.73M

Top Sells

1
+$3.15M
2
+$2.74M
3
+$1.44M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.36M
5
BIT icon
BlackRock Multi-Sector Income Trust
BIT
+$1.22M

Sector Composition

1 Technology 3.22%
2 Consumer Discretionary 0.99%
3 Communication Services 0.96%
4 Industrials 0.83%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$526K 0.22%
5,200
77
$519K 0.22%
12,655
+1,511
78
$502K 0.21%
5,981
+228
79
$492K 0.21%
1,669
-21
80
$469K 0.2%
1
81
$466K 0.19%
5,700
82
$454K 0.19%
2,281
-20
83
$443K 0.18%
6,997
+3,112
84
$438K 0.18%
4,965
-141
85
$435K 0.18%
+9,482
86
$432K 0.18%
+6,247
87
$431K 0.18%
2,262
88
$427K 0.18%
+20,171
89
$420K 0.18%
4,739
-41
90
$415K 0.17%
19,942
+3,742
91
$413K 0.17%
19,044
-23,135
92
$404K 0.17%
18,428
+1,468
93
$403K 0.17%
3,269
+800
94
$397K 0.17%
+15,780
95
$384K 0.16%
18,154
-29,669
96
$384K 0.16%
2,863
-30
97
$383K 0.16%
9,844
+17
98
$375K 0.16%
1,214
99
$370K 0.15%
1,436
100
$344K 0.14%
+3,791
2 3
4
5 6