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
$140M
AUM Growth
+$4.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$965K
2
+$220K
3
+$77.7K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$47.7K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$26.3K

Top Sells

1
+$1.07M
2
+$1.05M
3
+$416K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$401K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$34.2K

Sector Composition

1 Technology 0.36%
2 Materials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$253K 0.18%
4,113
-320
27
$216K 0.15%
2,199
+11
1
2