BI
Blooom Inc Portfolio holdings
AUM
$52.7M
This Quarter Return
+10.61%
1 Year Return
-6.26%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$125M
AUM Growth
–
Cap. Flow
+$125M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
87.38%
Holding
43
New
43
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
CERN
Cerner Corp
CERN
|
$59.6M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$21.2M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$12M |
| 4 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$6.08M |
| 5 |
Costco
COST
|
$2.03M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 2.04% |
| 2 | Consumer Discretionary | 2% |
| 3 | Healthcare | 1.8% |
| 4 | Financials | 1.8% |
| 5 | Industrials | 1.7% |
