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
$85.6M
AUM Growth
-$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$527K
2
+$323K
3
+$150K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$22.8K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$21.9K

Top Sells

1
+$7.3K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.5M 29.8%
129,257
-37
2
$16.4M 19.11%
292,022
+9,414
3
$12.2M 14.24%
165,892
+4,390
4
$11.7M 13.64%
156,059
+2,004
5
$10.7M 12.55%
65,117
+133
6
$6.56M 7.66%
122,228
+425
7
$818K 0.96%
36,774
8
$502K 0.59%
11,327
+442
9
$468K 0.55%
24,777
10
$276K 0.32%
6,250
11
$260K 0.3%
5,398
12
$232K 0.27%
4,994