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
$202M
AUM Growth
+$2.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$9.05M
2
+$4.99M
3
+$2.36M
4
FEMB icon
First Trust Emerging Markets Local Currency Bond ETF
FEMB
+$2.26M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$1.98M

Top Sells

1
+$4.95M
2
+$2.93M
3
+$2.72M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.66M
5
PHYS icon
Sprott Physical Gold
PHYS
+$2.58M

Sector Composition

1 Technology 4.58%
2 Communication Services 1.44%
3 Industrials 1.1%
4 Energy 0.93%
5 Consumer Discretionary 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$11.2K 0.01%
1,563
-1,562
102
– –
-1,997
103
– –
-9,935
104
– –
-20,545
105
– –
-350
106
– –
-27,870
107
– –
-2,862
108
– –
-40,526
109
– –
-32,208
110
– –
-12,221
111
– –
-22,555
112
– –
-4,386
113
– –
-2,715
114
– –
-14,905
115
– –
-57,419
116
– –
-5,173
117
– –
-34,349
1 2 3 4
5