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
$157M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$939K
3
+$904K
4
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$831K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$550K

Top Sells

1
+$203K
2
+$199K
3
+$153K
4
GLD icon
SPDR Gold Trust
GLD
+$131K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$115K

Sector Composition

1 Technology 4.92%
2 Healthcare 4.05%
3 Industrials 2.76%
4 Financials 2.11%
5 Consumer Discretionary 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$205K 0.13%
+1,040
52
$202K 0.13%
5,000
53
$12.2K 0.01%
12,961
54
– –
-3,906
1 2
3