BA
Bridge Advisory Portfolio holdings
AUM
$210M
1-Year Est. Return
21.75%
1 Year Est. Return
+21.75%
AUM
$210M
AUM Growth
+$7.23M
(+3.6%)
Holding
101
Top Buys
| 1 | +$1.52M | |
| 2 | +$235K | |
| 3 | +$208K | |
| 4 |
NextEra Energy
NEE
|
+$201K |
| 5 |
Procter & Gamble
PG
|
+$200K |
Top Sells
| 1 | +$1.74M | |
| 2 | +$913K | |
| 3 | +$789K | |
| 4 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
+$401K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$367K |
Sector Composition
| 1 | Technology | 5.63% |
| 2 | Communication Services | 1.5% |
| 3 | Energy | 0.94% |
| 4 | Consumer Discretionary | 0.83% |
| 5 | Consumer Staples | 0.8% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Counterpoint Quantitative Equity ETF
CPAI
$114M
| – | – |
-29,236
|
|