BFP

Brewster Financial Planning Portfolio holdings

AUM $165M
1-Year Est. Return 12.45%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$159M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1
+$929K
2
+$669K
3
+$617K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$603K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$335K

Top Sells

1
+$378K
2
+$966

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
$286K 0.18%
11,717
+863
27
$214K 0.13%
+839
1
2