BA
Bridge Advisory Portfolio holdings
AUM
$210M
This Quarter Return
-4.97%
1 Year Return
+21.75%
3 Year Return
+6.7%
5 Year Return
–
10 Year Return
–
AUM
$285M
AUM Growth
+$285M
(+4.6%)
Cap. Flow
+$29M
Cap. Flow
% of AUM
10.19%
Top 10 Holdings %
Top 10 Hldgs %
39.03%
Holding
151
New
20
Increased
70
Reduced
46
Closed
6
Top Buys
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$3.47M |
| 2 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$2.95M |
| 3 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
$873K |
| 4 |
Oracle
ORCL
|
$722K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$642K |
Sector Composition
| 1 | Technology | 4.14% |
| 2 | Communication Services | 1.24% |
| 3 | Consumer Discretionary | 1.12% |
| 4 | Energy | 1.06% |
| 5 | Financials | 0.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Schwab US Dividend Equity ETF
SCHD
$72.5B
| – | – |
-3,246
| Closed | -$236K |
|