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
$214M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$8.12M
2
+$2.03M
3
+$1.18M
4
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$374K
5
MSFT icon
Microsoft
MSFT
+$373K

Top Sells

1
+$8.13M
2
+$858K
3
+$121K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$80.2K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$68.3K

Sector Composition

1 Technology 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$312K 0.15%
5,014
27
$288K 0.13%
2,838
-149
1
2