BFA
Bright Financial Advisors Portfolio holdings
AUM
$180M
This Quarter Return
+1.62%
1 Year Return
+14.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$142M
AUM Growth
+$142M
(+5.8%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
10.61%
Top 10 Holdings %
Top 10 Hldgs %
72.43%
Holding
61
New
13
Increased
12
Reduced
9
Closed
12
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$12.9M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$8.72M |
| 3 |
Stryker
SYK
|
$5.81M |
| 4 |
Eaton
ETN
|
$3.74M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$2.76M |
Top Sells
| 1 |
Sysco
SYY
|
$5.65M |
| 2 |
iShares TIPS Bond ETF
TIP
|
$5.2M |
| 3 |
Essex Property Trust
ESS
|
$3.76M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$3.45M |
| 5 |
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% |
