BA
Bridge Advisory Portfolio holdings
AUM
$210M
This Quarter Return
+3.74%
1 Year Return
+21.75%
3 Year Return
+6.7%
5 Year Return
–
10 Year Return
–
AUM
$221M
AUM Growth
+$221M
(+8.9%)
Cap. Flow
+$12M
Cap. Flow
% of AUM
5.42%
Top 10 Holdings %
Top 10 Hldgs %
57.12%
Holding
101
New
17
Increased
47
Reduced
25
Closed
4
Top Buys
| 1 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
$4.74M |
| 2 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$3.65M |
| 3 |
iShares Agency Bond ETF
AGZ
|
$1.95M |
| 4 |
Vanguard Total Bond Market
BND
|
$1.75M |
| 5 |
iShares TIPS Bond ETF
TIP
|
$1.01M |
Top Sells
Sector Composition
| 1 | Technology | 4.83% |
| 2 | Communication Services | 2.27% |
| 3 | Consumer Discretionary | 1.83% |
| 4 | Industrials | 0.8% |
| 5 | Financials | 0.59% |