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
$142M
AUM Growth
+$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$8.72M
3
+$5.81M
4
ETN icon
Eaton
ETN
+$3.74M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.76M

Top Sells

1
+$5.65M
2
+$5.2M
3
+$3.76M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.45M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.64M

Sector Composition

1 Technology 5.06%
2 Healthcare 4.1%
3 Industrials 2.81%
4 Financials 2.08%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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-8,260
54
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-9,800
55
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-14,859
56
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-20,976
57
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-5,347
58
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-105,350
59
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-13,218
60
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-12,990
61
– –
-90,180
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