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BFA

Bright Financial Advisors Portfolio holdings

AUM $218M
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.33M
3
+$929K
4
GAL icon
State Street Global Allocation ETF
GAL
+$889K
5
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$799K

Top Sells

1
+$398K
2
+$154K
3
+$122K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$82.1K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$51.7K

Sector Composition

1 Technology 7.7%
2 Healthcare 4.71%
3 Financials 3.44%
4 Industrials 2.35%
5 Consumer Staples 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.64%
17,897
-389
27
$1M 0.49%
1,934
+952
28
$832K 0.41%
3,067
29
$815K 0.4%
9,822
-503
30
$789K 0.39%
8,452
+264
31
$763K 0.37%
5,216
32
$687K 0.34%
6,094
-194
33
$614K 0.3%
2,365
34
$585K 0.29%
3,936
35
$551K 0.27%
1,240
-37
36
$543K 0.27%
5,268
37
$510K 0.25%
3,142
+1,521
38
$497K 0.24%
2,115
39
$450K 0.22%
1,594
40
$431K 0.21%
704
41
$416K 0.2%
2,216
42
$399K 0.19%
+6,035
43
$389K 0.19%
815
44
$351K 0.17%
4,279
+703
45
$340K 0.17%
1,470
+183
46
$335K 0.16%
+4,511
47
$333K 0.16%
6,368
-732
48
$327K 0.16%
1,342
49
$313K 0.15%
6,255
50
$310K 0.15%
2,015
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