BA
Bridge Advisory Portfolio holdings
AUM
$210M
1-Year Return
21.75%
This Quarter Return
+3.66%
1 Year Return
+21.75%
3 Year Return
+6.7%
5 Year Return
–
10 Year Return
–
AUM
$240M
AUM Growth
+$34.5M
(+17%)
Cap. Flow
+$27.7M
Cap. Flow
% of AUM
11.57%
Top 10 Holdings %
Top 10 Hldgs %
47.2%
Holding
136
New
19
Increased
49
Reduced
48
Closed
10
Top Buys
| 1 |
Angel Oak Income ETF
CARY
|
$10.7M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
$7.83M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$4.13M |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$3.26M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$2.73M |
Top Sells
Sector Composition
| 1 | Technology | 3.22% |
| 2 | Consumer Discretionary | 0.99% |
| 3 | Communication Services | 0.96% |
| 4 | Industrials | 0.83% |
| 5 | Financials | 0.75% |
