BFA
Bluestem Financial Advisors Portfolio holdings
AUM
$256M
1-Year Est. Return
8.11%
1 Year Est. Return
+8.11%
AUM
$233M
AUM Growth
+$19.5M
(+9.1%)
Holding
29
Top Buys
| 1 | +$3.27M | |
| 2 | +$2.52M | |
| 3 | +$1.57M | |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$1.47M |
| 5 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
+$767K |
Top Sells
| 1 | +$785K | |
| 2 | +$606K | |
| 3 | +$575K | |
| 4 |
Vanguard ESG International Stock ETF
VSGX
|
+$267K |
| 5 |
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
Schwab US REIT ETF
SCHH
$8.32B
| $482K | 0.21% |
22,779
+2,243
|
|
||
27
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$607M
| $320K | 0.14% |
+5,628
|
|
||
28
Vanguard ESG US Stock ETF
ESGV
$11.6B
| $312K | 0.13% |
2,844
+2
|
|
||
29
iShares Core S&P Mid-Cap ETF
IJH
$99.8B
| $311K | 0.13% |
5,014
|
|