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
$141M
AUM Growth
-$2.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.16M
3
+$1.15M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$868K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$755K

Top Sells

1
+$899K
2
+$462K
3
+$242K
4
SCHH icon
Schwab US REIT ETF
SCHH
+$92.3K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$71.8K

Sector Composition

1 Technology 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$226K 0.16%
3,592
+242
27
$193K 0.14%
10,342
-4,948
1
2