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
$134M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$20M
3
+$12.9M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$10.7M
5
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$6.96M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 4.86%
2 Technology 4.17%
3 Real Estate 2.81%
4 Financials 2.47%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.3M 22.59%
+316,967
2
$20M 14.96%
+150,193
3
$12.9M 9.61%
+59,901
4
$10.7M 7.97%
+23,217
5
$6.96M 5.2%
+165,211
6
$5.65M 4.22%
+17,016
7
$5.2M 3.88%
+90,180
8
$3.76M 2.81%
+11,943
9
$3.09M 2.31%
+12,331
10
$2.84M 2.12%
+16,541
11
$2.72M 2.03%
+59,017
12
$2.69M 2.01%
+6,300
13
$2.64M 1.97%
+14,859
14
$2.42M 1.81%
+4
15
$2.28M 1.7%
+45,067
16
$2.06M 1.54%
+20,976
17
$2.04M 1.52%
+5,741
18
$1.89M 1.41%
+22,250
19
$1.72M 1.29%
+3,408
20
$1.15M 0.86%
+6,282
21
$1.11M 0.83%
+13,218
22
$946K 0.71%
+28,595
23
$833K 0.62%
+18,978
24
$689K 0.51%
+8,876
25
$611K 0.46%
+2,365
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