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
$229M
AUM Growth
+$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$15.8M
2
+$5.89M
3
+$5.78M
4
PHYS icon
Sprott Physical Gold
PHYS
+$2.15M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$2.13M

Top Sells

1
+$8.85M
2
+$4.74M
3
+$4.39M
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$3.59M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$3.03M

Sector Composition

1 Technology 4.36%
2 Communication Services 1.67%
3 Consumer Discretionary 1.34%
4 Industrials 0.78%
5 Energy 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-794
102
– –
-770
103
– –
-2,809
104
– –
-2,530
105
– –
-5,086
106
– –
-2,963
107
– –
-988
108
– –
-4,527
1 2 3 4
5