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
151
$312K 0.17%
+12,303
152
$309K 0.17%
+3,817
153
$305K 0.16%
+3,526
154
$303K 0.16%
+2,833
155
$294K 0.16%
+5,076
156
$293K 0.16%
+3,690
157
$292K 0.16%
+14,919
158
$287K 0.16%
+1,472
159
$283K 0.15%
+1,098
160
$281K 0.15%
+12,767
161
$276K 0.15%
+8,946
162
$274K 0.15%
+6,074
163
$267K 0.14%
+4,700
164
$267K 0.14%
+4,791
165
$263K 0.14%
+1,352
166
$262K 0.14%
+4,395
167
$259K 0.14%
+2,474
168
$256K 0.14%
+1,469
169
$254K 0.14%
+3,956
170
$252K 0.14%
+12,738
171
$252K 0.14%
+1,805
172
$244K 0.13%
+5,634
173
$243K 0.13%
+4,781
174
$242K 0.13%
+3,346
175
$242K 0.13%
+14,145
5 6
7
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