BA
Bridge Advisory Portfolio holdings
AUM
$210M
This Quarter Return
+2.55%
1 Year Return
+21.75%
3 Year Return
+6.7%
5 Year Return
–
10 Year Return
–
AUM
$203M
AUM Growth
+$203M
(+0.73%)
Cap. Flow
-$756K
Cap. Flow
% of AUM
-0.37%
Top 10 Holdings %
Top 10 Hldgs %
44.53%
Holding
108
New
7
Increased
40
Reduced
49
Closed
11
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$10.7M |
| 2 |
Invesco RAFI Strategic US ETF
IUS
|
$5.24M |
| 3 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$2.7M |
| 4 |
NVIDIA
NVDA
|
$1.67M |
| 5 |
Avantis US Small Cap Value ETF
AVUV
|
$1.25M |
Top Sells
| 1 |
iShares Core S&P US Value ETF
IUSV
|
$5.18M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$4.04M |
| 3 |
iShares TIPS Bond ETF
TIP
|
$3.58M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$1.94M |
| 5 |
Pacer US Small Cap Cash Cows 100 ETF
CALF
|
$1.29M |
Sector Composition
| 1 | Technology | 5.66% |
| 2 | Communication Services | 1.63% |
| 3 | Energy | 0.95% |
| 4 | Consumer Discretionary | 0.89% |
| 5 | Industrials | 0.73% |
