BFA
Bright Financial Advisors Portfolio holdings
AUM
$180M
This Quarter Return
+6.07%
1 Year Return
+14.41%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
–
Cap. Flow
+$134M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.67%
Holding
48
New
48
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$30.3M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$20M |
| 3 |
SPDR Gold Trust
GLD
|
$12.9M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$10.7M |
| 5 |
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% |
