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
1
$32.7M 18.17%
330,018
+2,772
2
$18.5M 10.27%
60,734
-354
3
$17.8M 9.9%
98,200
+9,951
4
$12.3M 6.84%
19,859
+100
5
$9.78M 5.43%
89,476
+367
6
$8.84M 4.91%
22,345
+2,963
7
$7.5M 4.16%
159,656
+8,394
8
$5.97M 3.32%
96,323
+9,848
9
$5.1M 2.83%
7
+3
10
$4.55M 2.53%
14,973
-230
11
$4.54M 2.52%
69,276
+798
12
$4.52M 2.51%
128,081
+2,940
13
$4.22M 2.34%
11,812
-98
14
$3.92M 2.18%
19,107
+82
15
$3.55M 1.97%
22,443
+70
16
$3.45M 1.91%
67,959
+7,901
17
$3.28M 1.82%
5,938
-2
18
$3.06M 1.7%
12,712
-17
19
$2.79M 1.55%
12,303
+1,544
20
$2.34M 1.3%
3,525
21
$2.07M 1.15%
3,347
22
$1.75M 0.97%
17,368
23
$1.55M 0.86%
3,188
+2,014
24
$1.51M 0.84%
6,861
+20
25
$1.39M 0.77%
30,338
+4,015
1
2 3