BFA
Bluestem Financial Advisors Portfolio holdings
AUM
$256M
1-Year Est. Return
8.11%
1 Year Est. Return
+8.11%
AUM
$256M
AUM Growth
+$22.3M
(+9.5%)
Holding
29
Top Buys
| 1 | +$7.81M | |
| 2 | +$1.04M | |
| 3 | +$1.04M | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$926K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$769K |
Top Sells
| 1 | +$653K | |
| 2 | +$159K | |
| 3 | +$132K | |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
+$113K |
| 5 |
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
|
+$82.4K |
Sector Composition
| 1 | Technology | 0.6% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Schwab US REIT ETF
SCHH
$8.36B
| $532K | 0.21% |
24,647
+1,868
|
|
||
27
Vanguard ESG US Stock ETF
ESGV
$11.9B
| $337K | 0.13% |
2,845
+1
|
|
||
28
iShares Core S&P Mid-Cap ETF
IJH
$102B
| $327K | 0.13% |
5,014
|
|
||
|
29
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$504M
| $263K | 0.1% |
4,285
-1,343
|
|