BFA
Bright Financial Advisors Portfolio holdings
AUM
$180M
This Quarter Return
+6.83%
1 Year Return
+14.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$157M
AUM Growth
+$157M
(+11%)
Cap. Flow
+$6.02M
Cap. Flow
% of AUM
3.83%
Top 10 Holdings %
Top 10 Hldgs %
71.28%
Holding
54
New
5
Increased
19
Reduced
11
Closed
1
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
AbbVie
ABBV
$376B
| $205K | 0.13% |
+1,040
| New | +$205K |
|
52
iShares Global Energy ETF
IXC
$1.83B
| $202K | 0.13% |
5,000
| – | – |
|
|
GLDG
53
GoldMining Inc
GLDG
$211M
| $12.2K | 0.01% |
12,961
| – | – |
|
54
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
$2.11B
| – | – |
-3,906
| Closed | -$203K |
|