BC
Brio Consultants Portfolio holdings
AUM
$685M
This Quarter Return
+4.07%
1 Year Return
+10.63%
3 Year Return
+35.73%
5 Year Return
+50.97%
10 Year Return
–
AUM
$249M
AUM Growth
+$249M
(+10%)
Cap. Flow
+$15.1M
Cap. Flow
% of AUM
6.06%
Top 10 Holdings %
Top 10 Hldgs %
62.1%
Holding
73
New
6
Increased
41
Reduced
23
Closed
2
Top Buys
| 1 |
Microsoft
MSFT
|
$4.9M |
| 2 |
SPDR Gold Trust
GLD
|
$4.11M |
| 3 |
Wells Fargo
WFC
|
$1.54M |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$1.41M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.29M |
Top Sells
Sector Composition
| 1 | Technology | 11.76% |
| 2 | Communication Services | 1.43% |
| 3 | Financials | 1.39% |
| 4 | Energy | 0.31% |
| 5 | Healthcare | 0.3% |
