BFA

Bright Financial Advisors Portfolio holdings

AUM $180M
1-Year Est. Return 14.41%
This Quarter Est. Return
1 Year Est. Return
+14.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$20M
3
+$12.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.7M
5
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$6.96M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 4.86%
2 Technology 4.17%
3 Real Estate 2.81%
4 Financials 2.47%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$556K 0.41%
+4,751
27
$530K 0.4%
+10,640
28
$487K 0.36%
+1,214
29
$402K 0.3%
+9,800
30
$373K 0.28%
+6,866
31
$350K 0.26%
+3,295
32
$337K 0.25%
+847
33
$330K 0.25%
+2,016
34
$320K 0.24%
+5,347
35
$319K 0.24%
+686
36
$312K 0.23%
+5,268
37
$302K 0.23%
+8,260
38
$292K 0.22%
+2,115
39
$256K 0.19%
+1,547
40
$252K 0.19%
+1,433
41
$252K 0.19%
+3,530
42
$232K 0.17%
+692
43
$225K 0.17%
+1,218
44
$219K 0.16%
+1,378
45
$214K 0.16%
+5,003
46
$211K 0.16%
+2,709
47
$13.3K 0.01%
+12,990
48
$0 ﹤0.01%
+105,350
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