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
$205M
AUM Growth
-$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$2M
3
+$1.96M
4
PCN
PIMCO Corporate & Income Strategy Fund
PCN
+$1.57M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$1.52M

Top Sells

1
+$2.44M
2
+$883K
3
+$749K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$691K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$625K

Sector Composition

1 Technology 3.84%
2 Consumer Discretionary 1.18%
3 Communication Services 1.15%
4 Industrials 0.8%
5 Financials 0.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,736
127
– –
-800
2 3 4 5
6