BFA
Bluestem Financial Advisors Portfolio holdings
AUM
$259M
1-Year Est. Return
11.93%
This Fund
S&P 500
1 Year Est. Return
+11.93%
AUM
$259M
AUM Growth
+$3.33M
(+1.3%)
Holding
30
Top Buys
| 1 | +$570K | |
| 2 | +$473K | |
| 3 | +$155K | |
| 4 |
Apple
AAPL
|
+$134K |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$65.7K |
Top Sells
| 1 | +$675K | |
| 2 | +$137K | |
| 3 | +$113K | |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
+$83.2K |
| 5 |
Microsoft
MSFT
|
+$63.1K |
Sector Composition
| 1 | Technology | 0.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
State Street SPDR S&P 500 ETF Trust
SPY
$671B
| $536K | 0.21% |
786
-70
|
|
||
27
Schwab US REIT ETF
SCHH
$9.38B
| $514K | 0.2% |
24,609
-38
|
|
||
28
iShares Core S&P Mid-Cap ETF
IJH
$106B
| $334K | 0.13% |
5,062
+48
|
|
||
29
Vanguard ESG US Stock ETF
ESGV
$11.4B
| $297K | 0.11% |
2,452
-393
|
|
||
30
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$537M
| $272K | 0.11% |
4,285
|
|