BA

BIVIN & ASSOCIATES, INC.

13F
BIVIN & ASSOCIATES, INC.
Last update 2022-08-11 328 Stocks (36 new)
Value $93.00 Mil Turnover 12 %
Countries:
Top Holdings: IUSB(9.66%)SRLN(9.27%)VEU(7.70%)PTBD(4.83%)BSV(4.54%)
Summary Stock Picks Current Portfolio
BIVIN & ASSOCIATES, INC. Top Holdings of 2022-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IUSB
iShares Core Total USD Bond Market ETF
iShares Core Total USD Bond Market ETF
192,101
8,994.0
+23.14%
9.660
+1.82%
0.050
+2.72%
+3.69%
32,811.1
 
SRLN
SPDR Blackstone Senior Loan ETF
207,290
8,632.0
+19.56%
9.270
+1.52%
0.100
+5.68%
+3.37%
6,826.2
 
VEU
Vanguard FTSE All-World ex-US ETF
143,393
7,164.0
-4.89%
7.700
-0.39%
0.020
+19.18%
+18.90%
44,148.7
 
PTBD
Pacer Trendpilot US Bond ETF
208,948
4,492.0
-47.41%
4.830
-4.18%
0.870
+0.52%
+1.11%
138.2
 
BSV
Vanguard Short-Term Bond ETF
55,036
4,226.0
-33.95%
4.540
-2.01%
0.010
+1.39%
+3.21%
38,420.8
 
EPRF
Innovator S&P Investment Grade Preferred ETF
Innovator S&P Investment Grade Preferred ETF
203,449
3,973.0
-10.07%
4.270
-0.45%
3.010
+7.49%
+2.66%
91.4
 
FLOT
iShares Floating Rate Bond ETF
76,704
3,829.0
New Holding
4.110
+4.11%
0.040
+2.48%
+2.54%
8,918.4
 
COM
Direxion Auspice Broad Commodity Strategy ETF
Direxion Auspice Broad Commodity Strategy ETF
113,430
3,516.0
+19.65%
3.780
+0.62%
1.040
+0.94%
+1.04%
210.8
 
REET
iShares Global REIT ETF
124,424
3,009.0
-3.28%
3.230
-0.11%
0.100
+11.26%
+4.70%
4,177.4
 
FDIS
Fidelity MSCI Consumer Discretionary Index ETF
Fidelity MSCI Consumer Discretionary Index ETF
42,756
2,518.0
+6.19%
2.700
+0.16%
0.250
+19.71%
-1.07%
1,761.6
 

BIVIN & ASSOCIATES, INC.'s Historical Top Holdings Breakdowns

BIVIN & ASSOCIATES, INC. Total Holding History ($B)

To

BIVIN & ASSOCIATES, INC.'s Asset Allocation

To

BIVIN & ASSOCIATES, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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BIVIN & ASSOCIATES, INC.'s Hypothetical Growth since 2022-06-30

BIVIN & ASSOCIATES, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

BIVIN & ASSOCIATES, INC.'s Holdings Heat Map

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BIVIN & ASSOCIATES, INC.'s Holdings Bubble Chart

BIVIN & ASSOCIATES, INC. News

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