BFP
Brewster Financial Planning Portfolio holdings
AUM
$159M
1-Year Est. Return
8.95%
1 Year Est. Return
+8.95%
AUM
$159M
AUM Growth
+$10.8M
(+7.3%)
Holding
27
Top Buys
| 1 | +$932K | |
| 2 | +$675K | |
| 3 | +$628K | |
| 4 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$603K |
| 5 |
iShares Select U.S. REIT ETF
ICF
|
+$337K |
Sector Composition
| 1 | Financials | 0.75% |
| 2 | Energy | 0.42% |
| 3 | Communication Services | 0.18% |
| 4 | Technology | 0.13% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Schwab Short-Term US Treasury ETF
SCHO
$11.2B
| $286K | 0.18% |
11,717
+863
|
|
||
27
Apple
AAPL
$4T
| $214K | 0.13% |
+839
|
|