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
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$854K
3
+$841K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$770K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$421K

Top Sells

1
+$163K
2
+$99.4K
3
+$81.8K
4
AAPL icon
Apple
AAPL
+$54K
5
MSFT icon
Microsoft
MSFT
+$47.3K

Sector Composition

1 Technology 0.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$421K 0.2%
+820
27
$293K 0.14%
5,014
28
$278K 0.13%
2,842
+2
1
2