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
$199M
AUM Growth
-$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.76%
2 Communication Services 1.18%
3 Industrials 0.85%
4 Energy 0.81%
5 Consumer Discretionary 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$233K 0.12%
1,997
-2,616
102
$209K 0.1%
350
-81
103
$207K 0.1%
+5,173
104
$205K 0.1%
4,386
-5,591
105
$194K 0.1%
25,004
106
$189K 0.09%
20,545
-287,940
107
$15.8K 0.01%
3,125
108
-2,704
109
-19,345
110
-2,750
111
-19,006
112
-8,473
113
-6,110
114
-20,438
115
-4,833
116
-1,716
117
-11,905
118
-6,636
119
-6,605
120
-6,917
121
-16,339
122
-5,206
123
-11,942
124
-3,505
125
-2,319