BS
Brighton Securities Portfolio holdings
AUM
$208M
1-Year Est. Return
13.52%
This Fund
S&P 500
1 Year Est. Return
+13.52%
AUM
$208M
AUM Growth
+$4.98M
(+2.5%)
Holding
54
Top Buys
| 1 | +$3.83M | |
| 2 | +$2.92M | |
| 3 | +$1.54M | |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$1.47M |
| 5 |
Vanguard Long-Term Bond ETF
BLV
|
+$1.24M |
Top Sells
| 1 | +$1.63M | |
| 2 | +$912K | |
| 3 | +$466K | |
| 4 |
Eli Lilly
LLY
|
+$265K |
| 5 |
Brown & Brown
BRO
|
+$229K |
Sector Composition
| 1 | Technology | 0.63% |
| 2 | Industrials | 0.54% |
| 3 | Energy | 0.5% |
| 4 | Consumer Discretionary | 0.26% |
| 5 | Communication Services | 0.23% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Eli Lilly
LLY
$929B
| – | – |
-247
|
|
||
52
Qualcomm
QCOM
$225B
| – | – |
-1,226
|
|
||
53
Thermo Fisher Scientific
TMO
$167B
| – | – |
-388
|
|