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
$199M
AUM Growth
-$85.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.76%
2 Communication Services 1.18%
3 Industrials 0.85%
4 Energy 0.81%
5 Consumer Discretionary 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,207
152
-3,522
153
-597
154
-5,688
155
-6,030
156
-3,580
157
-11,015