BFA

Bluestem Financial Advisors Portfolio holdings

AUM $259M
1-Year Est. Return 11.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$1.22M
2
+$1.12M
3
+$885K
4
VB icon
Vanguard Small-Cap ETF
VB
+$444K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$222K

Top Sells

1
+$89K
2
+$68.5K
3
+$60.2K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$19.5K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$10.2K

Sector Composition

1 Technology 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$242K 0.15%
4,951
+13
1
2