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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
$218M
AUM Growth
+$6.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.5M
2
+$1.03M
3
+$402K
4
QQQM icon
Invesco NASDAQ 100 ETF
QQQM
+$401K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$395K

Top Sells

1
+$580K
2
+$334K
3
+$225K
4
MSFT icon
Microsoft
MSFT
+$215K
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$203K

Sector Composition

1 Technology 6.84%
2 Healthcare 4.18%
3 Financials 3.15%
4 Industrials 2.24%
5 Energy 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PG icon
51
Procter & Gamble
PG
$352B
$291K 0.13%
2,015
IXC icon
52
iShares Global Energy ETF
IXC
$2.29B
$288K 0.13%
5,000
FXU icon
53
First Trust Utilities AlphaDEX Fund
FXU
$831M
$275K 0.13%
5,555
JNJ icon
54
Johnson & Johnson
JNJ
$560B
$257K 0.12%
1,052
AVGO icon
55
Broadcom
AVGO
$1.88T
$236K 0.11%
+761
LLY icon
56
Eli Lilly
LLY
$994B
$235K 0.11%
255
+25
SKYY icon
57
First Trust Cloud Computing ETF
SKYY
$3.01B
$234K 0.11%
2,141
GSLC icon
58
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.3B
$232K 0.11%
1,857
SMH icon
59
VanEck Semiconductor ETF
SMH
$72.2B
$222K 0.1%
578
RTX icon
60
RTX Corp
RTX
$260B
$217K 0.1%
+1,125
NFLX icon
61
Netflix
NFLX
$327B
$217K 0.1%
2,256
+106
CEG icon
62
Constellation Energy
CEG
$96.3B
$217K 0.1%
776
VZ icon
63
Verizon
VZ
$190B
$216K 0.1%
+4,295
FTGC icon
64
First Trust Global Tactical Commodity Strategy Fund
FTGC
$2.51B
$207K 0.09%
+7,215
GOOGL icon
65
Alphabet (Google) Class A
GOOGL
$4.46T
$206K 0.09%
+716
SLV icon
66
iShares Silver Trust
SLV
$33.4B
$201K 0.09%
2,953
-341
GLDG
67
GoldMining Inc
GLDG
$216M
$15.4K 0.01%
12,961
BND icon
68
Vanguard Total Bond Market
BND
$157B
– –
-4,511
MINT icon
69
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.3B
– –
-2,026
WFC icon
70
Wells Fargo
WFC
$260B
– –
-2,411
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