BFA

Bright Financial Advisors Portfolio holdings

AUM $205M
1-Year Est. Return 14.82%
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$667K
2
+$659K
3
+$645K
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$402K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$379K

Top Sells

1
+$333K
2
+$276K
3
+$275K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$265K
5
BND icon
Vanguard Total Bond Market
BND
+$226K

Sector Composition

1 Healthcare 5.25%
2 Technology 5.06%
3 Financials 2.35%
4 Industrials 2.15%
5 Consumer Discretionary 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$871K 0.53%
10,528
+453
27
$859K 0.53%
5,216
28
$731K 0.45%
6,147
+2,024
29
$660K 0.41%
8,080
-1,441
30
$626K 0.38%
2,365
31
$625K 0.38%
1,174
-30
32
$583K 0.36%
1,554
+515
33
$577K 0.35%
3,067
34
$555K 0.34%
3,255
+1,240
35
$462K 0.28%
5,268
36
$396K 0.24%
1,594
37
$376K 0.23%
3,936
38
$365K 0.22%
+7,088
39
$362K 0.22%
704
-62
40
$359K 0.22%
16,244
+50
41
$340K 0.21%
2,115
42
$331K 0.2%
1,278
+63
43
$329K 0.2%
2,216
44
$310K 0.19%
6,255
-3,472
45
$295K 0.18%
3,576
+794
46
$291K 0.18%
+1,740
47
$274K 0.17%
1,307
+20
48
$269K 0.17%
815
49
$257K 0.16%
+1,620
50
$228K 0.14%
5,555
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2
3