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
$273M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.86M
3
+$1.85M
4
AAPL icon
Apple
AAPL
+$1.12M
5
AMZN icon
Amazon
AMZN
+$652K

Top Sells

1
+$538K
2
+$209K
3
+$207K
4
PHYS icon
Sprott Physical Gold
PHYS
+$203K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$165K

Sector Composition

1 Technology 4.82%
2 Communication Services 1.2%
3 Consumer Discretionary 1.2%
4 Financials 0.98%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$316K 0.12%
14,490
-372
102
$303K 0.11%
+683
103
$302K 0.11%
2,379
-111
104
$292K 0.11%
2,527
-294
105
$289K 0.11%
3,454
+762
106
$285K 0.1%
7,943
+17
107
$284K 0.1%
952
+19
108
$282K 0.1%
587
+35
109
$281K 0.1%
2,750
110
$267K 0.1%
1,693
+4
111
$267K 0.1%
3,839
+35
112
$262K 0.1%
22,093
113
$260K 0.1%
4,968
+105
114
$260K 0.1%
+703
115
$259K 0.1%
+2,704
116
$258K 0.09%
7,886
-384
117
$254K 0.09%
969
118
$242K 0.09%
1,538
+26
119
$236K 0.09%
9,738
+39
120
$236K 0.09%
8,209
+142
121
$233K 0.09%
+2,266
122
$224K 0.08%
4,930
-36
123
$219K 0.08%
1,326
-9
124
$218K 0.08%
917
-83
125
$213K 0.08%
9,699
+420
2 3 4
5
6