BFA

Bluestem Financial Advisors Portfolio holdings

AUM $256M
1-Year Est. Return 8.11%
This Quarter Est. Return
1 Year Est. Return
+8.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
+$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$1.7M
2 +$614K
3 +$610K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$527K
5
VB icon
Vanguard Small-Cap ETF
VB
+$500K

Top Sells

1 +$137K
2 +$110K
3 +$88.9K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$51.2K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$43.8K

Sector Composition

1 Technology 0.41%
2 Materials 0.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$236K 0.2%
2,112
-24