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
$104M
AUM Growth
-$5.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$353K
2
+$246K
3
+$153K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$79K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$22.6K

Top Sells

1
+$248K
2
+$48K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.7M 31.45%
130,791
-990
2
$20.7M 19.93%
281,548
+3,349
3
$13.3M 12.83%
64,976
+385
4
$13.1M 12.58%
159,774
+4,308
5
$11.9M 11.48%
153,253
+1,959
6
$8.84M 8.5%
124,543
+318
7
$1.01M 0.98%
36,774
-1,739
8
$612K 0.59%
24,535
+227
9
$586K 0.56%
10,167
+177
10
$380K 0.37%
6,838
11
$276K 0.27%
5,398
12
$258K 0.25%
4,994
13
$233K 0.22%
6,135