BFP
Brewster Financial Planning Portfolio holdings
AUM
$159M
1-Year Est. Return
8.95%
1 Year Est. Return
+8.95%
AUM
$148M
AUM Growth
+$12.9M
(+9.6%)
Holding
26
Top Buys
| 1 | +$1.1M | |
| 2 | +$881K | |
| 3 | +$864K | |
| 4 |
iShares MSCI EAFE ETF
EFA
|
+$450K |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$356K |
Top Sells
| 1 | +$26.8K | |
| 2 | +$20.6K | |
| 3 | +$8.32K | |
| 4 |
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$8.16K |
Sector Composition
| 1 | Financials | 0.76% |
| 2 | Energy | 0.4% |
| 3 | Communication Services | 0.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Alphabet (Google) Class C
GOOG
$3.72T
| $213K | 0.14% |
+1,200
|
|