We are live on ! Find out more
BI

Blooom Inc Portfolio holdings

AUM $52.7M
1-Year Est. Return 6.26%
This Fund
S&P 500
This Quarter Est. Return
-4.59%
1 Year Est. Return
-6.26%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$121M
AUM Growth
-$13.4M
Cap. Flow
-$7.91M
Cap. Flow %
-6.55%
Top 10 Hldgs %
84.6%
Holding
52
New
3
Increased
13
Reduced
27
Closed
7

Top Buys

1
SPDN icon
Direxion Daily S&P 500 Bear 1X ETF
SPDN
+$212K
2
VLO icon
Valero Energy
VLO
+$195K
3
LUV icon
Southwest Airlines
LUV
+$179K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$144K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$84.6K

Top Sells

1
CERN
Cerner Corp
CERN
+$3.98M
2
ABT icon
Abbott
ABT
+$694K
3
VTI icon
Vanguard Total Stock Market ETF
VTI
+$532K
4
ES icon
Eversource Energy
ES
+$518K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$279K

Sector Composition

1 Technology 2.88%
2 Consumer Staples 2.11%
3 Financials 1.91%
4 Consumer Discretionary 1.9%
5 Industrials 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTB icon
51
M&T Bank
MTB
$36.2B
– –
-1,376
Closed -$201K
SCHE icon
52
Schwab Emerging Markets Equity ETF
SCHE
$12.7B
– –
-5,937
Closed -$255K
1 2
3

Similar funds

MCAI
Meritech Capital Associates IV Palo Alto, California $51.9M AUM 64.09% 1-Year Est. Return
HCM
Highline Capital Management New York $51.6M AUM 21.72% 1-Year Est. Return
NHSP
NewView HMS SPV Partners Burlingame, California $53.9M AUM
DTIM
Danda Trouve Investment Management Prairie Village, Kansas $54.1M AUM 13.18% 1-Year Est. Return
PCM
Pinz Capital Management New York $55.2M AUM 15.31% 1-Year Est. Return
FC
Foundation Capital Palo Alto, California $55.5M AUM 83.75% 1-Year Est. Return
SCF
Sante Capital Fund Austin, Texas $48.9M AUM
AEPIP
AH Equity Partners IV (Parallel) Menlo Park, California $48.6M AUM 73.24% 1-Year Est. Return