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
$202M
AUM Growth
+$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$4.99M
3
+$2.36M
4
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$2.26M
5
XME icon
SPDR S&P Metals & Mining ETF
XME
+$1.98M

Top Sells

1
+$4.95M
2
+$2.93M
3
+$2.72M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.66M
5
PHYS icon
Sprott Physical Gold
PHYS
+$2.58M

Sector Composition

1 Technology 4.58%
2 Communication Services 1.44%
3 Industrials 1.1%
4 Energy 0.93%
5 Consumer Discretionary 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$408K 0.2%
2,236
+9
77
$398K 0.2%
2,165
+5
78
$376K 0.19%
16,823
-320
79
$351K 0.17%
3,741
-1,214
80
$347K 0.17%
5,400
-1,132
81
$342K 0.17%
1,770
-5
82
$337K 0.17%
760
-5
83
$331K 0.16%
3,510
-381
84
$307K 0.15%
621
+76
85
$307K 0.15%
+5,665
86
$303K 0.15%
827
+3
87
$293K 0.15%
4,037
-283
88
$287K 0.14%
2,276
+6
89
$277K 0.14%
13,469
-38,714
90
$268K 0.13%
+552
91
$257K 0.13%
6,229
-2,979
92
$247K 0.12%
7,708
-1,163
93
$244K 0.12%
1,540
-23
94
$241K 0.12%
3,409
+38
95
$229K 0.11%
805
-143
96
$228K 0.11%
+818
97
$225K 0.11%
25,004
98
$225K 0.11%
1,951
-693
99
$224K 0.11%
+1,242
100
$221K 0.11%
+1,072
1 2 3
4
5