BFA
Bluestem Financial Advisors Portfolio holdings
AUM
$259M
1-Year Est. Return
12.01%
This Fund
S&P 500
1 Year Est. Return
+12.01%
AUM
$259M
AUM Growth
+$73.4K
(+0.03%)
Holding
34
Top Buys
| 1 | +$1.52M | |
| 2 | +$1.4M | |
| 3 | +$858K | |
| 4 |
Vanguard Small-Cap ETF
VB
|
+$671K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$499K |
Top Sells
| 1 | +$1.43M | |
| 2 | +$598K | |
| 3 | +$571K | |
| 4 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$340K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$137K |
Sector Composition
| 1 | Technology | 0.6% |
| 2 | Financials | 0.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
State Street SPDR S&P 500 ETF Trust
SPY
$755B
| $698K | 0.27% |
1,073
+287
|
|
||
27
Microsoft
MSFT
$3.08T
| $606K | 0.23% |
1,638
+9
|
|
||
28
Schwab US REIT ETF
SCHH
$9.97B
| $530K | 0.2% |
24,652
+43
|
|
||
29
iShares Core S&P Mid-Cap ETF
IJH
$118B
| $339K | 0.13% |
5,015
-47
|
|
||
30
Vanguard ESG US Stock ETF
ESGV
$12.9B
| $275K | 0.11% |
2,453
+1
|
|
||
31
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$563M
| $256K | 0.1% |
4,285
|
|
||
32
Amphenol
APH
$157B
| $239K | 0.09% |
+1,895
|
|
||
33
Berkshire Hathaway Class B
BRK.B
$1.03T
| $229K | 0.09% |
+478
|
|
||
34
Vanguard Growth ETF
VUG
$36.9B
| – | – |
-7,020
|
|