BFA

Bright Financial Advisors Portfolio holdings

AUM $212M
1-Year Est. Return 17.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.81M
3
+$1.17M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$978K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$611K

Top Sells

1
+$285K
2
+$227K
3
+$210K
4
JNJ icon
Johnson & Johnson
JNJ
+$204K
5
PG icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.63%
18,286
27
$856K 0.47%
10,325
-203
28
$813K 0.45%
5,216
29
$732K 0.41%
3,067
30
$732K 0.41%
8,188
+108
31
$678K 0.38%
6,288
+141
32
$587K 0.33%
2,365
33
$515K 0.29%
5,268
34
$488K 0.27%
982
-572
35
$470K 0.26%
1,594
36
$454K 0.25%
3,936
37
$446K 0.25%
2,115
38
$406K 0.23%
1,277
-1
39
$400K 0.22%
704
40
$398K 0.22%
16,292
+48
41
$379K 0.21%
2,216
42
$365K 0.2%
7,100
+12
43
$321K 0.18%
2,015
-1,240
44
$316K 0.18%
815
45
$307K 0.17%
6,255
46
$295K 0.16%
1,621
+1
47
$288K 0.16%
2,150
48
$284K 0.16%
3,576
49
$254K 0.14%
2,091
50
$249K 0.14%
1,740
1
2
3