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
$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
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