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Bridge Advisory Portfolio holdings

AUM $210M
1-Year Est. Return 21.75%
This Fund
S&P 500
This Quarter Est. Return
+5.12%
1 Year Est. Return
+21.75%
3 Year Est. Return
+6.7%
5 Year Est. Return
10 Year Est. Return
AUM
$212M
AUM Growth
Cap. Flow
+$207M
Cap. Flow %
97.63%
Top 10 Hldgs %
67.16%
Holding
79
New
79
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 3.25%
2 Communication Services 2.53%
3 Consumer Discretionary 1.2%
4 Industrials 0.61%
5 Financials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IEI icon
1
iShares 3-7 Year Treasury Bond ETF
IEI
$18.2B
$35.7M 16.81%
+268,112
New +$35.6M
SHY icon
2
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$21.2M 9.99%
+245,354
New +$21.2M
TIP icon
3
iShares TIPS Bond ETF
TIP
$14.6B
$20.4M 9.6%
+159,508
New +$20.1M
IWD icon
4
iShares Russell 1000 Value ETF
IWD
$81.5B
$18.3M 8.62%
+133,747
New +$17.2M
SPIP icon
5
State Street SPDR Portfolio TIPS ETF
SPIP
$1.01B
$13.9M 6.57%
+447,134
New +$13.7M
PHYS icon
6
Sprott Physical Gold
PHYS
$14.4B
$7.87M 3.71%
+521,414
New +$7.75M
BND icon
7
Vanguard Total Bond Market
BND
$158B
$7.5M 3.53%
+85,024
New +$7.48M
VMBS icon
8
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
$6.48M 3.05%
+119,851
New +$6.48M
GDX icon
9
VanEck Gold Miners ETF
GDX
$21.6B
$5.59M 2.64%
+155,244
New +$5.8M
ZROZ icon
10
PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund
ZROZ
$1.35B
$5.59M 2.63%
+34,176
New +$5.63M
AAPL icon
11
Apple
AAPL
$4.8T
$5.16M 2.43%
+38,873
New +$4.68M
CAPD
12
DELISTED
iPath Shiller CAPE ETN
CAPD
$4.51M 2.13%
+253,310
New +$4.23M
VTA
13
DELISTED
INVESCO DYNAMIC CREDIT OPPORTUNITIES FUND
VTA
$3.85M 1.82%
+358,664
New +$3.54M
FIW icon
14
First Trust Water ETF
FIW
$1.82B
$3.75M 1.77%
+51,957
New +$3.51M
ACWV icon
15
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.25B
$3.05M 1.44%
+31,483
New +$2.98M
TOTL icon
16
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.14B
$2.5M 1.18%
+50,741
New +$2.5M
SCHH icon
17
Schwab US REIT ETF
SCHH
$11.6B
$2.11M 0.99%
+111,132
New +$2.06M
TBLL icon
18
Invesco Short Term Treasury ETF
TBLL
$2.58B
$2M 0.95%
+18,974
New +$2.01M
QQQX icon
19
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.45B
$1.98M 0.94%
+76,285
New +$1.89M
SPEM icon
20
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17B
$1.68M 0.79%
+39,839
New +$1.58M
DIS icon
21
Walt Disney
DIS
$167B
$1.67M 0.78%
+9,189
New +$1.32M
VNQ icon
22
Vanguard Real Estate ETF
VNQ
$39.4B
$1.6M 0.75%
+18,794
New +$1.56M
ERH
23
Allspring Utilities & High Income Fund
ERH
$107M
$1.57M 0.74%
+121,922
New +$1.52M
CGW icon
24
Invesco S&P Global Water Index ETF
CGW
$1.06B
$1.49M 0.7%
+31,879
New +$1.43M
IVV icon
25
iShares Core S&P 500 ETF
IVV
$879B
$1.48M 0.7%
+3,940
New +$1.4M

Similar funds

Bridge Advisory's Q4 2020 Portfolio in Review

Q4 2020 is the first quarter with a 13F filing on record for Bridge Advisory, which disclosed 79 positions worth $212M. Its ten largest holdings account for 67% of the portfolio.

Its largest position is iShares 3-7 Year Treasury Bond ETF: 268,112 shares worth $35.7M.

By sector, the portfolio is most concentrated in Technology at 3.2% of assets, followed by Communication Services and Consumer Discretionary.

  • Bridge Advisory's largest Q4 2020 buy was iShares 3-7 Year Treasury Bond ETF: 268,112 shares worth $35.7M.
  • Bridge Advisory's ten largest holdings make up 67% of its $212M portfolio in Q4 2020.
  • Bridge Advisory disclosed 79 positions in Q4 2020, its first 13F filing on record.

Based on Bridge Advisory's 13F filing for Q4 2020, filed 26 Feb 2021.