BI

Blooom Inc Portfolio holdings

AUM $52.7M
1-Year Est. Return 6.26%
This Quarter Est. Return
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
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$353K
2
+$217K
3
+$207K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$140K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$84K

Top Sells

1
+$3.65M
2
+$690K
3
+$518K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$518K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$315K

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
51
– –
-1,376
52
– –
-5,937
1 2
3