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
$240M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$7.83M
3
+$4.13M
4
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$3.26M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.73M

Top Sells

1
+$3.15M
2
+$2.74M
3
+$1.44M
4
DFCF icon
Dimensional Core Fixed Income ETF
DFCF
+$1.36M
5
BIT icon
BlackRock Multi-Sector Income Trust
BIT
+$1.22M

Sector Composition

1 Technology 3.22%
2 Consumer Discretionary 0.99%
3 Communication Services 0.96%
4 Industrials 0.83%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$333K 0.14%
2,536
-92
102
$310K 0.13%
16,777
+142
103
$302K 0.13%
4,289
+88
104
$282K 0.12%
+4,671
105
$282K 0.12%
6,093
-2,000
106
$279K 0.12%
1,556
+8
107
$264K 0.11%
1,743
+6
108
$261K 0.11%
6,876
-131
109
$257K 0.11%
7,770
+29
110
$256K 0.11%
+2,309
111
$253K 0.11%
477
+4
112
$251K 0.1%
4,986
+971
113
$250K 0.1%
+5,677
114
$245K 0.1%
5,747
-772
115
$244K 0.1%
16,710
-1,110
116
$243K 0.1%
5,130
+336
117
$240K 0.1%
3,767
+40
118
$239K 0.1%
1,351
+74
119
$234K 0.1%
2,833
-197
120
$225K 0.09%
+7,495
121
$219K 0.09%
+830
122
$203K 0.08%
50,008
123
$192K 0.08%
21,452
+3,124
124
$180K 0.08%
+14,959
125
$13.9K 0.01%
3,125
2 3 4
5
6