BFA

Bluestem Financial Advisors Portfolio holdings

AUM $259M
1-Year Est. Return 11.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$3.04M
2
+$1.42M
3
+$1.21M
4
VB icon
Vanguard Small-Cap ETF
VB
+$582K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$336K

Top Sells

1
+$299K
2
+$151K
3
+$144K
4
AAPL icon
Apple
AAPL
+$51.4K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$40.1K

Sector Composition

1 Technology 0.35%
2 Materials 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$245K 0.16%
3,988
-468
27
$228K 0.15%
2,229
+16
1
2