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
$159M
AUM Growth
+$1.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.04M
3
+$910K
4
ZTS icon
Zoetis
ZTS
+$850K
5
AAPL icon
Apple
AAPL
+$599K

Top Sells

1
+$1.36M
2
+$480K
3
+$348K
4
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$227K
5
TGT icon
Target
TGT
+$215K

Sector Composition

1 Technology 5.66%
2 Healthcare 4.66%
3 Industrials 2.72%
4 Financials 2.05%
5 Consumer Discretionary 0.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$225K 0.14%
+2,782
52
$214K 0.13%
1,857
53
$210K 0.13%
5,555
54
$206K 0.13%
2,709
55
$10.4K 0.01%
12,961
56
– –
-1,378
57
– –
-5,000
1 2
3