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
$99.7M
AUM Growth
+$5.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
13
New
Increased
Reduced
Closed

Top Buys

1
+$309K
2
+$120K
3
+$118K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$79.2K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$78.1K

Top Sells

1
+$275K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30M 30.14%
133,398
+531
2
$21.3M 21.4%
298,242
-3,848
3
$13.4M 13.45%
174,721
+4,031
4
$12.2M 12.27%
159,968
+1,036
5
$12.2M 12.24%
68,380
+438
6
$7.13M 7.15%
128,335
+2,116
7
$937K 0.94%
36,774
8
$781K 0.78%
14,601
9
$583K 0.59%
25,302
+525
10
$315K 0.32%
6,250
11
$268K 0.27%
5,594
+196
12
$250K 0.25%
5,194
13
$209K 0.21%
6,135