BFP

Brewster Financial Planning Portfolio holdings

AUM $159M
1-Year Est. Return 8.95%
This Quarter Est. Return
1 Year Est. Return
+8.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$132M
AUM Growth
+$3.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$944K
2
+$917K
3
+$860K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$790K
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$600K

Top Sells

1
+$1.04M
2
+$318K
3
+$45.1K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$44.1K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$21K

Sector Composition

1 Financials 0.69%
2 Energy 0.42%
3 Technology 0.19%
4 Communication Services 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$202K 0.15%
+4,762
27
– –
-6,448
1
2