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
$273M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$2.49M
2
+$1.86M
3
+$1.85M
4
AAPL icon
Apple
AAPL
+$1.12M
5
AMZN icon
Amazon
AMZN
+$652K

Top Sells

1
+$538K
2
+$209K
3
+$207K
4
PHYS icon
Sprott Physical Gold
PHYS
+$203K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$165K

Sector Composition

1 Technology 4.82%
2 Communication Services 1.2%
3 Consumer Discretionary 1.2%
4 Financials 0.98%
5 Industrials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$212K 0.08%
5,350
+2
127
$211K 0.08%
+2,150
128
$203K 0.07%
1,096
-9
129
$201K 0.07%
+815
130
$177K 0.06%
25,004
131
$27.3K 0.01%
3,125
132
– –
-1,299
133
– –
-4,643
2 3 4 5
6