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
$157M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$939K
3
+$904K
4
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$831K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$550K

Top Sells

1
+$203K
2
+$199K
3
+$153K
4
GLD icon
SPDR Gold Trust
GLD
+$131K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$115K

Sector Composition

1 Technology 4.92%
2 Healthcare 4.05%
3 Industrials 2.76%
4 Financials 2.11%
5 Consumer Discretionary 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$897K 0.57%
10,782
-1,385
27
$707K 0.45%
3,067
28
$667K 0.42%
2,365
29
$595K 0.38%
5,074
+322
30
$556K 0.35%
1,209
-5
31
$507K 0.32%
9,927
-727
32
$425K 0.27%
5,268
33
$411K 0.26%
956
+109
34
$379K 0.24%
1,714
+167
35
$365K 0.23%
16,140
+99
36
$349K 0.22%
2,015
37
$348K 0.22%
659
-27
38
$340K 0.22%
3,129
39
$333K 0.21%
2,115
40
$322K 0.2%
2,216
41
$319K 0.2%
1,218
42
$319K 0.2%
815
+123
43
$315K 0.2%
3,936
44
$269K 0.17%
2,131
45
$234K 0.15%
+1,400
46
$228K 0.15%
2,709
47
$215K 0.14%
1,378
48
$214K 0.14%
+2,091
49
$214K 0.14%
+5,555
50
$210K 0.13%
+1,857
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