BFP
Brewster Financial Planning Portfolio holdings
AUM
$165M
1-Year Est. Return
12.45%
This Fund
S&P 500
1 Year Est. Return
+12.45%
AUM
$165M
AUM Growth
+$2.6M
(+1.6%)
Holding
26
Top Buys
| 1 | +$941K | |
| 2 | +$627K | |
| 3 | +$590K | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$501K |
| 5 |
iShares Select U.S. REIT ETF
ICF
|
+$480K |
Top Sells
| 1 | +$12K | |
| 2 | +$7.19K | |
| 3 | +$6.89K | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$4.7K |
| 5 |
iShares ESG Aware MSCI EAFE ETF
ESGD
|
+$2.47K |
Sector Composition
| 1 | Financials | 0.72% |
| 2 | Energy | 0.53% |
| 3 | Communication Services | 0.21% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class B
BRK.B
$1.02T
| $289K | 0.18% |
604
|
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