Advisory Firm Slashes Income Fund by $8.4 Million While Nvidia and VTI Lead Holdings

Core Insights - Brookwood Investment Group sold 210,541 shares of TCW Flexible Income ETF (FLXR) in Q4 2025, valued at approximately $8.36 million based on average pricing during the period [2][4] - The position's quarter-end value decreased by $8.42 million, reflecting both share sales and price changes [2] - FLXR's current price is $39.75, with a 1-year total return of 8.15%, underperforming the S&P 500 by 5.51 percentage points [4][5] ETF Overview - FLXR is an actively managed ETF providing diversified exposure to global fixed income markets through a multi-sector bond portfolio [7][10] - The fund aims to deliver income and capital appreciation by dynamically allocating across various debt securities [7] - As of January 22, 2026, FLXR has an AUM of $2.44 billion and a dividend yield of 5.64% [5][4] Investment Strategy - The ETF employs a flexible mandate and risk controls, including limits on emerging market and high-yield allocations, to balance yield opportunities with risk management [8][10] - FLXR's management can adjust duration, credit exposure, and sector allocation based on market conditions, making it more adaptable than passive bond funds [10][12] - The fund's conversion from a mutual fund structure in 2024 positions it as a scalable solution for institutional and sophisticated investors [8] Market Position - Brookwood's reduction in FLXR holdings suggests a shift in focus towards equities, indicating the firm may see better opportunities in stocks than bonds [9][11] - The top holdings of Brookwood's portfolio are heavily weighted towards growth, with significant investments in technology companies like Nvidia, Apple, and Alphabet [9] - FLXR remains a viable option for individual investors seeking steady monthly income while balancing stock investments [11]