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
$153M
AUM Growth
+$4.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$3.03M
2
+$1.41M
3
+$1.18M
4
VB icon
Vanguard Small-Cap ETF
VB
+$573K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$327K

Top Sells

1
+$297K
2
+$150K
3
+$140K
4
AAPL icon
Apple
AAPL
+$49.4K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$39.3K

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