BFWM

Bright Futures Wealth Management Portfolio holdings

AUM $91.2M
1-Year Est. Return 7.11%
This Quarter Est. Return
1 Year Est. Return
+7.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$8.43M
2
+$7.29M
3
+$4.07M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$4.05M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$3.99M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.72%
2 Financials 6.63%
3 Consumer Discretionary 5.77%
4 Communication Services 5.14%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$717K 0.39%
+2,189
77
$714K 0.39%
+7,413
78
$710K 0.38%
+3,564
79
$693K 0.37%
+1,268
80
$674K 0.36%
+9,928
81
$647K 0.35%
+28,909
82
$635K 0.34%
+24,164
83
$617K 0.33%
+3,652
84
$615K 0.33%
+6,113
85
$611K 0.33%
+18,147
86
$609K 0.33%
+11,973
87
$594K 0.32%
+7,001
88
$587K 0.32%
+20,196
89
$584K 0.32%
+2,745
90
$577K 0.31%
+14,953
91
$571K 0.31%
+8,281
92
$570K 0.31%
+13,973
93
$564K 0.3%
+84,498
94
$553K 0.3%
+5,132
95
$550K 0.3%
+2,064
96
$548K 0.3%
+36,247
97
$544K 0.29%
+9,382
98
$539K 0.29%
+4,196
99
$527K 0.29%
+3,166
100
$523K 0.28%
+675
2 3
4
5 6