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
$259M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$21.9M
2
+$7.22M
3
+$4.01M
4
ICOW icon
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
+$2.99M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$2.48M

Top Sells

1
+$10.4M
2
+$4.89M
3
+$4.5M
4
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$3.62M
5
AGZ icon
iShares Agency Bond ETF
AGZ
+$3.48M

Sector Composition

1 Technology 3.87%
2 Communication Services 1.16%
3 Consumer Discretionary 0.93%
4 Industrials 0.84%
5 Financials 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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137
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138
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-7,495
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6