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
$159M
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.04M
3
+$910K
4
ZTS icon
Zoetis
ZTS
+$850K
5
AAPL icon
Apple
AAPL
+$599K

Top Sells

1
+$1.36M
2
+$480K
3
+$348K
4
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$227K
5
TGT icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$850K 0.53%
+5,216
27
$826K 0.52%
10,075
-707
28
$720K 0.45%
9,521
-2,355
29
$661K 0.42%
3,067
30
$600K 0.38%
2,365
31
$546K 0.34%
1,204
-5
32
$491K 0.31%
1,215
-3
33
$488K 0.31%
9,727
-200
34
$476K 0.3%
5,268
35
$443K 0.28%
4,123
-951
36
$438K 0.28%
1,039
+83
37
$419K 0.26%
3,936
38
$413K 0.26%
766
+107
39
$375K 0.24%
16,194
+54
40
$351K 0.22%
2,115
41
$350K 0.22%
1,594
-120
42
$343K 0.22%
2,216
43
$338K 0.21%
2,015
44
$333K 0.21%
3,129
45
$296K 0.19%
815
46
$275K 0.17%
2,131
47
$267K 0.17%
1,400
48
$249K 0.16%
2,091
49
$229K 0.14%
1,287
+247
50
$226K 0.14%
+3,141
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