BFA

Bright Financial Advisors Portfolio holdings

AUM $205M
1-Year Est. Return 14.82%
This Quarter Est. Return
1 Year Est. Return
+14.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$3.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$667K
2
+$659K
3
+$645K
4
SDVY icon
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
+$402K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$379K

Top Sells

1
+$333K
2
+$276K
3
+$275K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$265K
5
BND icon
Vanguard Total Bond Market
BND
+$226K

Sector Composition

1 Healthcare 5.25%
2 Technology 5.06%
3 Financials 2.35%
4 Industrials 2.15%
5 Consumer Discretionary 1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$227K 0.14%
+3,682
52
$214K 0.13%
2,091
53
$210K 0.13%
+5,000
54
$210K 0.13%
1,342
-58
55
$204K 0.13%
1,857
56
$204K 0.13%
+1,228
57
$200K 0.12%
+215
58
$11K 0.01%
12,961
59
– –
-3,129
60
– –
-2,131
61
– –
-2,709
62
– –
-3,141
1 2
3