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BFA

Bright Financial Advisors Portfolio holdings

AUM $218M
1-Year Est. Return 17.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$205M
AUM Growth
+$24.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.33M
3
+$929K
4
GAL icon
State Street Global Allocation ETF
GAL
+$889K
5
DUSB icon
Dimensional Ultrashort Fixed Income ETF
DUSB
+$799K

Top Sells

1
+$398K
2
+$154K
3
+$122K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$82.1K
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$51.7K

Sector Composition

1 Technology 7.7%
2 Healthcare 4.71%
3 Financials 3.44%
4 Industrials 2.35%
5 Consumer Staples 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$281K 0.14%
2,091
52
$277K 0.14%
+4,042
53
$270K 0.13%
1,740
54
$258K 0.13%
2,150
55
$255K 0.12%
+776
56
$252K 0.12%
5,555
57
$251K 0.12%
+1,353
58
$242K 0.12%
1,857
59
$226K 0.11%
+8,709
60
$218K 0.11%
+2,523
61
$209K 0.1%
+5,000
62
$202K 0.1%
+2,411
63
$15.9K 0.01%
12,961
64
– –
-16,292
1 2
3