BFA
Bright Financial Advisors Portfolio holdings
AUM
$205M
1-Year Est. Return
14.82%
1 Year Est. Return
+14.82%
AUM
$205M
AUM Growth
+$24.4M
(+14%)
Holding
64
Top Buys
| 1 | +$4.42M | |
| 2 | +$2.36M | |
| 3 | +$1.04M | |
| 4 |
State Street Global Allocation ETF
GAL
|
+$910K |
| 5 |
Dimensional Ultrashort Fixed Income ETF
DUSB
|
+$799K |
Top Sells
| 1 | +$398K | |
| 2 | +$172K | |
| 3 | +$126K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$85.3K |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$54.1K |
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 | |
|---|---|---|---|---|---|---|
51
First Trust Cloud Computing ETF
SKYY
$3.17B
| $281K | 0.14% |
2,091
|
|
||
52
Cisco
CSCO
$313B
| $277K | 0.14% |
+4,042
|
|
||
53
Chevron
CVX
$301B
| $270K | 0.13% |
1,740
|
|
||
54
Netflix
NFLX
$399B
| $258K | 0.13% |
2,150
|
|
||
55
Constellation Energy
CEG
$118B
| $255K | 0.12% |
+776
|
|
||
56
First Trust Utilities AlphaDEX Fund
FXU
$1.75B
| $252K | 0.12% |
5,555
|
|
||
57
Johnson & Johnson
JNJ
$506B
| $251K | 0.12% |
+1,353
|
|
||
58
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15B
| $242K | 0.12% |
1,857
|
|
||
59
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.19B
| $226K | 0.11% |
+8,709
|
|
||
60
ARK Innovation ETF
ARKK
$7.71B
| $218K | 0.11% |
+2,523
|
|
||
61
iShares Global Energy ETF
IXC
$1.9B
| $209K | 0.1% |
+5,000
|
|
||
62
Wells Fargo
WFC
$291B
| $202K | 0.1% |
+2,411
|
|
||
|
GLDG
63
GoldMining Inc
GLDG
$294M
| $15.9K | 0.01% |
12,961
|
|
||
64
Schwab US Large- Cap ETF
SCHX
$63.5B
| – | – |
-16,292
|
|