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
$136M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$932K
3
+$929K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$536K
5
VB icon
Vanguard Small-Cap ETF
VB
+$372K

Top Sells

1
+$66.3K
2
+$58.7K
3
+$23.2K
4
AAPL icon
Apple
AAPL
+$8.36K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.93K

Sector Composition

1 Technology 0.4%
2 Materials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$255K 0.19%
13,416
+60
27
$240K 0.18%
2,188
+76
1
2