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
$144M
AUM Growth
-$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$1.31M
3
+$1.02M
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$770K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$456K

Top Sells

1
+$1.69M
2
+$701K
3
+$559K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$233K
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$202K

Sector Composition

1 Technology 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$244K 0.17%
5,385
-780
27
$222K 0.15%
3,350
+10
28
– –
-2,847
29
– –
-2,204
1
2