BC
Brio Consultants Portfolio holdings
AUM
$685M
This Quarter Return
+4.8%
1 Year Return
+10.63%
3 Year Return
+35.73%
5 Year Return
+50.97%
10 Year Return
–
AUM
$540M
AUM Growth
+$540M
(+7.7%)
Cap. Flow
+$16.6M
Cap. Flow
% of AUM
3.07%
Top 10 Holdings %
Top 10 Hldgs %
52.07%
Holding
94
New
5
Increased
52
Reduced
33
Closed
4
Top Buys
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$2.51M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.73M |
| 3 |
Invesco Total Return Bond ETF
GTO
|
$1.4M |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
$1.36M |
| 5 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$1.31M |
Top Sells
Sector Composition
| 1 | Technology | 2.49% |
| 2 | Consumer Discretionary | 1.08% |
| 3 | Communication Services | 0.59% |
| 4 | Financials | 0.11% |
| 5 | Consumer Staples | 0.05% |
