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
$159M
AUM Growth
-$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.6M
3
+$1.87M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.64M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$1.19M

Top Sells

1
+$1.83M
2
+$1.21M
3
+$914K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$518K
5
VB icon
Vanguard Small-Cap ETF
VB
+$373K

Sector Composition

1 Technology 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$261K 0.16%
+4,975
27
$233K 0.15%
2,847
28
$202K 0.13%
2,204
+11
1
2