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
$198M
AUM Growth
+$4.37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$1.6M
3
+$970K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$703K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$657K

Top Sells

1
+$8.73M
2
+$1.6M
3
+$965K
4
VGLT icon
Vanguard Long-Term Treasury ETF
VGLT
+$287K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$282K

Sector Composition

1 Technology 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$293K 0.15%
5,014
27
$289K 0.15%
2,987
-237
28
– –
-4,853
1
2