StockDriftsStockDriftsTop 50 Brown Financial Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 6.04% | 208.3K | $15.9M | +1.70%(+3.49K) | $65.04(+33.76%) | 2026-03-31 | |
| DMBS | DOUBLELINE ETF TRUST | 3.81% | 203.7K | $10.1M | +24.64%(+40.26K) | $49.06(-0.99%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.4% | 30.5K | $6.3M | -1.25%(-384) | $190.49(+38.66%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 2.35% | 73.0K | $6.2M | -2.13%(-1.59K) | $64.61(+38.37%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.3% | 34.8K | $6.1M | -11.08%(-4.34K) | $112.93(+99.52%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.17% | 15.5K | $5.7M | +7.48%(+1.08K) | $428.18(-1.46%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.04% | 18.7K | $5.4M | -9.26%(-1.91K) | $168.56(+133.34%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.96% | 20.4K | $5.2M | -9.08%(-2.04K) | $199.38(+50.58%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 1.92% | 111.2K | $5.1M | -2.38%(-2.71K) | $35.52(+38.43%) | 2026-03-31 | |
| XFIV | BONDBLOXX ETF TRUST | 1.85% | 99.6K | $4.9M | +30.27%(+23.13K) | $48.80(-0.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.23% | +26.78% |
| Top 20 Holdings Unweighted | +8.12% | +26.40% |
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