BA
Bridge Advisory Portfolio holdings
AUM
$210M
This Quarter Return
+5.5%
1 Year Return
+21.75%
3 Year Return
+6.7%
5 Year Return
–
10 Year Return
–
AUM
$259M
AUM Growth
+$259M
(+8.1%)
Cap. Flow
+$7.73M
Cap. Flow
% of AUM
2.98%
Top 10 Holdings %
Top 10 Hldgs %
45.84%
Holding
138
New
12
Increased
51
Reduced
57
Closed
14
Top Buys
Top Sells
| 1 |
iShares TIPS Bond ETF
TIP
|
$10.4M |
| 2 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$4.89M |
| 3 |
iShares 10-20 Year Treasury Bond ETF
TLH
|
$4.5M |
| 4 |
SPDR Portfolio TIPS ETF
SPIP
|
$3.62M |
| 5 |
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% |
