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
$212M
AUM Growth
-$1.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$1.98M
2
+$1.03M
3
+$670K
4
MSFT icon
Microsoft
MSFT
+$152K
5
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$140K

Top Sells

1
+$597K
2
+$379K
3
+$34.1K
4
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$29.6K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$29.6K

Sector Composition

1 Technology 0.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$312K 0.15%
5,014
27
$298K 0.14%
2,840
+2
1
2