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
$90M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$134K
2
+$66.2K
3
+$61.6K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$35.9K
5
DFAX icon
Dimensional World ex US Core Equity 2 ETF
DFAX
+$5.19K

Top Sells

1
+$311K
2
+$233K
3
+$167K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$27.3K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.9M 29.83%
129,294
-1,497
2
$17.7M 19.61%
282,608
+1,060
3
$12.5M 13.93%
161,502
+1,728
4
$11.8M 13.14%
154,055
+802
5
$11M 12.22%
64,984
+8
6
$7.4M 8.22%
121,803
-2,740
7
$857K 0.95%
36,774
8
$544K 0.6%
10,885
+718
9
$531K 0.59%
24,777
+242
10
$290K 0.32%
6,250
-588
11
$271K 0.3%
5,398
12
$244K 0.27%
4,994
13
– –
-6,135