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BI

Blooom Inc Portfolio holdings

AUM $52.7M
1-Year Est. Return 6.26%
This Fund
S&P 500
This Quarter Est. Return
-5.25%
1 Year Est. Return
-6.26%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$52.7M
AUM Growth
-$5.54M
Cap. Flow
-$2.17M
Cap. Flow %
-4.12%
Top 10 Hldgs %
75.66%
Holding
45
New
–
Increased
19
Reduced
18
Closed
7

Top Buys

1
HON icon
Honeywell
HON
+$359K
2
PGR icon
Progressive
PGR
+$200K
3
MSFT icon
Microsoft
MSFT
+$182K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$164K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$107K

Top Sells

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$827K
2
AAPL icon
Apple
AAPL
+$744K
3
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$394K
4
BND icon
Vanguard Total Bond Market
BND
+$327K
5
INTC icon
Intel
INTC
+$258K

Sector Composition

1 Financials 5.01%
2 Technology 4.44%
3 Consumer Staples 4.3%
4 Industrials 3.27%
5 Energy 2.64%

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