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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
1
$35.4M 17.32%
353,529
+23,511
2
$21.4M 10.47%
60,250
-484
3
$19M 9.29%
100,220
+2,020
4
$13.4M 6.53%
19,975
+116
5
$10.5M 5.14%
88,412
-1,064
6
$8.75M 4.28%
178,185
+18,529
7
$8.61M 4.21%
46,125
+23,682
8
$8.29M 4.05%
22,427
+82
9
$6.37M 3.12%
97,653
+1,330
10
$6.33M 3.1%
82,834
+13,558
11
$5.28M 2.58%
7
12
$4.98M 2.44%
131,100
+3,019
13
$4.84M 2.37%
19,008
-99
14
$4.83M 2.36%
14,713
-260
15
$4.42M 2.16%
11,812
16
$4.25M 2.08%
83,701
+15,742
17
$3.58M 1.75%
5,970
+32
18
$3.21M 1.57%
12,501
-211
19
$3.07M 1.5%
12,403
+100
20
$2.63M 1.29%
28,200
21
$2.23M 1.09%
3,347
22
$1.77M 0.87%
34,440
-296
23
$1.56M 0.76%
3,108
-80
24
$1.53M 0.75%
6,947
+86
25
$1.46M 0.71%
31,578
+1,240
1
2 3