BFA

Brown Financial Advisory Portfolio holdings

AUM $181M
1-Year Est. Return 13.94%
This Quarter Est. Return
1 Year Est. Return
+13.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$272K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Sector Composition

1 Financials 0.82%
2 Consumer Discretionary 0.53%
3 Consumer Staples 0.27%
4 Utilities 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$228K 0.2%
576
27
-3,336