BFA
Bluestem Financial Advisors Portfolio holdings
AUM $214M
AUM
$214M
AUM Growth
+$1.34M (+0.6%)
Cap. Flow
+$4.24M
Cap. Flow % of AUM
1.98%
Top 10 Holdings %Top 10 Hldgs %
85.16%
Holding
28
New
1
Increased
14
Reduced
9
Closed
–
Top Buys
| 1 | $1.25M | |
| 2 | $854K | |
| 3 | $841K | |
| 4 | $770K | |
| 5 | $421K |
Top Sells
| 1 | $163K | |
| 2 | $99.4K | |
| 3 | $81.8K | |
| 4 | $54K | |
| 5 | $47.3K |
Sector Composition
| 1 | Technology | 0.7% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $421K | 0.2% | 820 | New | +$421K | |||
| $293K | 0.14% | 5,014 | – | – | |||
| $278K | 0.13% | 2,842 +2 | +0.1% | +$196 |
