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
$148M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$2.16M
3
+$401K
4
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$384K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$321K

Top Sells

1
+$2.41M
2
+$1.61M
3
+$751K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$344K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$317K

Sector Composition

1 Technology 0.38%
2 Materials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$248K 0.17%
2,153
-2,153
27
$228K 0.15%
2,213
+14
1
2