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
$152M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$1.38M
3
+$944K
4
BND icon
Vanguard Total Bond Market
BND
+$521K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$426K

Top Sells

1
+$3.4M
2
+$391K
3
+$271K
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$229K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$78.1K

Sector Composition

1 Technology 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$234K 0.15%
4,938
+38
27
– –
-3,645
1
2