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
$142M
AUM Growth
+$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$8.72M
3
+$5.81M
4
ETN icon
Eaton
ETN
+$3.74M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.76M

Top Sells

1
+$5.65M
2
+$5.2M
3
+$3.76M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.45M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.64M

Sector Composition

1 Technology 5.06%
2 Healthcare 4.1%
3 Industrials 2.81%
4 Financials 2.08%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$756K 0.53%
+3,067
27
$695K 0.49%
8,876
28
$629K 0.44%
2,365
29
$547K 0.39%
4,752
+1
30
$534K 0.38%
10,654
+14
31
$494K 0.35%
1,214
32
$379K 0.27%
847
33
$357K 0.25%
5,268
34
$344K 0.24%
+16,041
35
$343K 0.24%
686
36
$333K 0.24%
3,129
-166
37
$332K 0.23%
2,015
-1
38
$306K 0.22%
+2,216
39
$296K 0.21%
2,115
40
$268K 0.19%
1,547
41
$260K 0.18%
3,936
+406
42
$254K 0.18%
+2,131
43
$241K 0.17%
1,218
44
$230K 0.16%
692
45
$213K 0.15%
2,709
46
$208K 0.15%
5,000
-3
47
$204K 0.14%
1,378
48
$203K 0.14%
+3,906
49
$11.6K 0.01%
+12,961
50
– –
-17,016
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