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
$120M
AUM Growth
+$6.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$754K
2 +$615K
3 +$290K
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$194K

Top Sells

1 +$369K
2 +$167K
3 +$159K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$141K
5
USRT icon
iShares Core US REIT ETF
USRT
+$125K

Sector Composition

1 Financials 0.84%
2 Consumer Discretionary 0.61%
3 Consumer Staples 0.25%
4 Utilities 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$241K 0.2%
2,600