BFA
Bright Financial Advisors Portfolio holdings
AUM
$180M
1-Year Return
14.41%
This Quarter Return
+6.61%
1 Year Return
+14.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$180M
AUM Growth
+$17.4M
(+11%)
Cap. Flow
+$7.32M
Cap. Flow
% of AUM
4.06%
Top 10 Holdings %
Top 10 Hldgs %
68.35%
Holding
58
New
–
Increased
22
Reduced
10
Closed
3
Top Buys
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$2.19M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.81M |
| 3 |
Stryker
SYK
|
$1.17M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$978K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
$611K |
Top Sells
| 1 |
Microsoft
MSFT
|
$285K |
| 2 |
Cisco
CSCO
|
$227K |
| 3 |
iShares Global Energy ETF
IXC
|
$210K |
| 4 |
Johnson & Johnson
JNJ
|
$204K |
| 5 |
Procter & Gamble
PG
|
$198K |
Sector Composition
| 1 | Healthcare | 5.49% |
| 2 | Technology | 4.93% |
| 3 | Financials | 3.69% |
| 4 | Industrials | 2.52% |
| 5 | Consumer Discretionary | 1.06% |
