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
$194M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$2.72M
3
+$2.57M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.56M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$518K

Top Sells

1
+$90.3K
2
+$80.6K
3
+$45K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$61

Sector Composition

1 Technology 0.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$305K 0.16%
5,014
-1
27
$300K 0.16%
3,224
+3
28
$287K 0.15%
+4,853
1
2