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
$273M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.86M
3
+$1.85M
4
AAPL icon
Apple
AAPL
+$1.12M
5
AMZN icon
Amazon
AMZN
+$652K

Top Sells

1
+$538K
2
+$209K
3
+$207K
4
PHYS icon
Sprott Physical Gold
PHYS
+$203K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$165K

Sector Composition

1 Technology 4.82%
2 Communication Services 1.2%
3 Consumer Discretionary 1.2%
4 Financials 0.98%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$625K 0.23%
3,504
77
$611K 0.22%
14,785
+2,090
78
$575K 0.21%
4,753
+21
79
$565K 0.21%
+9,976
80
$534K 0.2%
2,368
-130
81
$527K 0.19%
38,737
-1,054
82
$523K 0.19%
21,760
-966
83
$512K 0.19%
27,745
-788
84
$509K 0.19%
11,036
+922
85
$505K 0.19%
4,881
+411
86
$496K 0.18%
3,411
+219
87
$477K 0.17%
1,447
+5
88
$475K 0.17%
2,249
89
$469K 0.17%
19,943
+805
90
$465K 0.17%
4,034
+1,385
91
$463K 0.17%
+1,137
92
$437K 0.16%
6,649
-176
93
$436K 0.16%
9,518
94
$429K 0.16%
9,933
+48
95
$425K 0.16%
1,247
+33
96
$392K 0.14%
18,209
+5,063
97
$372K 0.14%
+11,942
98
$365K 0.13%
3,778
-2
99
$364K 0.13%
19,345
+1,020
100
$330K 0.12%
6,093
2 3
4
5 6