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
$142M
AUM Growth
+$7.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$12.9M
2
+$8.72M
3
+$5.81M
4
ETN icon
Eaton
ETN
+$3.74M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.76M

Top Sells

1
+$5.65M
2
+$5.2M
3
+$3.76M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$3.45M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$2.64M

Sector Composition

1 Technology 5.06%
2 Healthcare 4.1%
3 Industrials 2.81%
4 Financials 2.08%
5 Consumer Discretionary 1.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.4M 22.19%
323,953
+6,986
2
$13.1M 9.27%
61,071
+1,170
3
$12.9M 9.09%
+78,364
4
$11M 7.73%
20,024
-3,193
5
$8.72M 6.15%
+81,734
6
$7.1M 5.01%
164,202
-1,009
7
$5.81M 4.1%
+17,079
8
$5.34M 3.77%
91,318
-58,875
9
$3.74M 2.64%
+11,943
10
$3.5M 2.47%
16,604
+63
11
$3.3M 2.33%
12,331
12
$3.11M 2.2%
6,499
+199
13
$2.76M 1.95%
22,350
+100
14
$2.76M 1.95%
+14,159
15
$2.75M 1.94%
59,621
+604
16
$2.45M 1.73%
4
17
$2.05M 1.44%
40,363
-4,704
18
$2.03M 1.43%
3,525
-2,216
19
$1.85M 1.31%
3,408
20
$1.79M 1.27%
+18,659
21
$1.58M 1.12%
47,394
+18,799
22
$1.21M 0.86%
6,280
-2
23
$1.15M 0.81%
5,830
+4,397
24
$993K 0.7%
+12,167
25
$836K 0.59%
19,027
+49
1
2 3