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
$165M
AUM Growth
+$2.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$1.08M
2
+$747K
3
+$603K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$519K
5
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$127K

Top Sells

1
+$1.67M
2
+$1.29M
3
+$1.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$253K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$242K

Sector Composition

1 Technology 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-4,951
1
2