BFA

Bluestem Financial Advisors Portfolio holdings

AUM $259M
1-Year Est. Return 11.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$233M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$3.27M
2
+$2.52M
3
+$1.57M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.47M
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$767K

Top Sells

1
+$785K
2
+$606K
3
+$575K
4
VSGX icon
Vanguard ESG International Stock ETF
VSGX
+$267K
5
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$261K

Sector Composition

1 Technology 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$482K 0.21%
22,779
+2,243
27
$320K 0.14%
+5,628
28
$312K 0.13%
2,844
+2
29
$311K 0.13%
5,014
1
2