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BFA

Bright Financial Advisors Portfolio holdings

AUM $218M
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
+$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.03M
3
+$402K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$401K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$395K

Top Sells

1
+$580K
2
+$334K
3
+$225K
4
MSFT icon
Microsoft
MSFT
+$215K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$203K

Sector Composition

1 Technology 6.84%
2 Healthcare 4.18%
3 Financials 3.15%
4 Industrials 2.24%
5 Energy 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XOM icon
26
Exxon Mobil
XOM
$583B
$1.44M 0.66%
8,501
+2,753
AMZN icon
27
Amazon
AMZN
$2.58T
$1.44M 0.66%
6,921
-86
SGOV icon
28
iShares 0-3 Month Treasury Bond ETF
SGOV
$94.8B
$1.39M 0.64%
13,828
+80
EFA icon
29
iShares MSCI EAFE ETF
EFA
$77.3B
$1.15M 0.53%
11,814
+2,004
SOXX icon
30
iShares Semiconductor ETF
SOXX
$44.2B
$1.01M 0.46%
3,067
SHY icon
31
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$756K 0.35%
9,161
-240
MSFT icon
32
Microsoft
MSFT
$2.85T
$668K 0.31%
1,804
-513
WMT icon
33
Walmart Inc
WMT
$941B
$655K 0.3%
5,268
VHT icon
34
Vanguard Health Care ETF
VHT
$16.8B
$644K 0.3%
2,365
ZTS icon
35
Zoetis
ZTS
$32.6B
$617K 0.28%
5,216
CVX icon
36
Chevron
CVX
$354B
$602K 0.28%
2,910
+1,170
CAT icon
37
Caterpillar
CAT
$445B
$541K 0.25%
763
XAR icon
38
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.48B
$537K 0.25%
2,115
GOOG icon
39
Alphabet (Google) Class C
GOOG
$4.44T
$489K 0.22%
1,704
-22
PM icon
40
Philip Morris
PM
$281B
$474K 0.22%
2,868
-275
SHOP icon
41
Shopify
SHOP
$145B
$467K 0.21%
3,936
TSLA icon
42
Tesla
TSLA
$1.51T
$461K 0.21%
1,240
MO icon
43
Altria Group
MO
$115B
$418K 0.19%
6,335
+300
VOO icon
44
Vanguard S&P 500 ETF
VOO
$984B
$411K 0.19%
688
VOX icon
45
Vanguard Communication Services ETF
VOX
$5.68B
$399K 0.18%
2,216
IBM icon
46
IBM
IBM
$250B
$375K 0.17%
1,547
CSCO icon
47
Cisco
CSCO
$465B
$317K 0.15%
4,082
+40
VTEB icon
48
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.9B
$312K 0.14%
6,255
MUNI icon
49
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$3.01B
$310K 0.14%
5,942
+7
ABBV icon
50
AbbVie
ABBV
$392B
$294K 0.13%
1,354
-16
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