BFA
Bright Financial Advisors Portfolio holdings
AUM
$180M
This Quarter Return
-0.34%
1 Year Return
+14.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$159M
AUM Growth
+$159M
(+1.2%)
Cap. Flow
+$2.93M
Cap. Flow
% of AUM
1.84%
Top 10 Holdings %
Top 10 Hldgs %
69.13%
Holding
57
New
4
Increased
12
Reduced
19
Closed
2
Top Buys
| 1 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
$1.43M |
| 2 |
Fidelity Total Bond ETF
FBND
|
$1.04M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$910K |
| 4 |
Zoetis
ZTS
|
$850K |
| 5 |
Apple
AAPL
|
$599K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.36M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$480K |
| 3 |
Amazon
AMZN
|
$348K |
| 4 |
SPDR SSGA Global Allocation ETF
GAL
|
$227K |
| 5 |
Target
TGT
|
$215K |
Sector Composition
| 1 | Technology | 5.66% |
| 2 | Healthcare | 4.66% |
| 3 | Industrials | 2.72% |
| 4 | Financials | 2.05% |
| 5 | Consumer Discretionary | 0.99% |
