BA
Bridge Advisory Portfolio holdings
AUM
$210M
1-Year Est. Return
21.75%
1 Year Est. Return
+21.75%
AUM
$203M
AUM Growth
+$1.46M
(+0.73%)
Holding
108
Top Buys
| 1 | +$10.7M | |
| 2 | +$5.24M | |
| 3 | +$2.7M | |
| 4 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.25M |
| 5 |
Dimensional Short-Duration Fixed Income ETF
DFSD
|
+$929K |
Top Sells
| 1 | +$5.18M | |
| 2 | +$4.04M | |
| 3 | +$3.58M | |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$1.94M |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
+$1.29M |
Sector Composition
| 1 | Technology | 5.66% |
| 2 | Communication Services | 1.63% |
| 3 | Energy | 0.95% |
| 4 | Consumer Discretionary | 0.89% |
| 5 | Industrials | 0.73% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Honeywell
HON
$131B
| – | – |
-2,765
|
|
||
|
102
Schwab US TIPS ETF
SCHP
$14.4B
| – | – |
-74,506
|
|
||
103
SPDR Portfolio TIPS ETF
SPIP
$988M
| – | – |
-35,778
|
|
||
104
iShares TIPS Bond ETF
TIP
$13.9B
| – | – |
-33,342
|
|
||
105
iShares Core S&P Total US Stock Market ETF
ITOT
$78.4B
| – | – |
-1,951
|
|
||
106
iShares Core S&P US Value ETF
IUSV
$22.7B
| – | – |
-57,266
|
|
||
107
Iveda Solutions
IVDA
$7.4M
| – | – |
-1,563
|
|
||
108
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$713M
| – | – |
-7,691
|
|