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
$110M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$34.8M
2
+$21.9M
3
+$14.4M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$13.6M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$12.2M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.8M 31.69%
+131,781
2
$21.9M 19.9%
+278,199
3
$14.4M 13.07%
+64,591
4
$13.6M 12.39%
+155,466
5
$12.2M 11.12%
+151,294
6
$9.45M 8.59%
+124,225
7
$1.12M 1.01%
+38,513
8
$635K 0.58%
+24,308
9
$612K 0.56%
+9,990
10
$400K 0.36%
+6,838
11
$277K 0.25%
+5,398
12
$276K 0.25%
+4,994
13
$247K 0.22%
+6,135