BFA

Bright Financial Advisors Portfolio holdings

AUM $180M
1-Year Est. Return 14.41%
This Quarter Est. Return
1 Year Est. Return
+14.41%
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
ABBV icon
51
AbbVie
ABBV
$410B
$239K 0.13%
1,287
-20
GOOG icon
52
Alphabet (Google) Class C
GOOG
$3.11T
$238K 0.13%
1,342
FXU icon
53
First Trust Utilities AlphaDEX Fund
FXU
$1.8B
$235K 0.13%
5,555
GSLC icon
54
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$14.6B
$225K 0.13%
1,857
GLDG
55
GoldMining Inc
GLDG
$346M
$9.33K 0.01%
12,961
CSCO icon
56
Cisco
CSCO
$279B
– –
-3,682
IXC icon
57
iShares Global Energy ETF
IXC
$1.83B
– –
-5,000
JNJ icon
58
Johnson & Johnson
JNJ
$467B
– –
-1,228
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