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
$135M
AUM Growth
+$3.26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$842K
3
+$426K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$421K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$381K

Top Sells

1
+$416K
2
+$254K
3
+$229K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$206K
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$33.1K

Sector Composition

1 Financials 0.74%
2 Energy 0.45%
3 Communication Services 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,013
27
– –
-1,200
28
– –
-350
1
2