BFA

Bright Financial Advisors Portfolio holdings

AUM $212M
1-Year Est. Return 17.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$180M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.81M
3
+$1.17M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$978K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$611K

Top Sells

1
+$285K
2
+$227K
3
+$210K
4
JNJ icon
Johnson & Johnson
JNJ
+$204K
5
PG icon
Procter & Gamble
PG
+$198K

Sector Composition

1 Healthcare 5.49%
2 Technology 4.93%
3 Financials 3.69%
4 Industrials 2.52%
5 Consumer Discretionary 1.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$239K 0.13%
1,287
-20
52
$238K 0.13%
1,342
53
$235K 0.13%
5,555
54
$225K 0.13%
1,857
55
$9.33K 0.01%
12,961
56
– –
-3,682
57
– –
-5,000
58
– –
-1,228
1 2
3