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
+$3.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$866K
2
+$579K
3
+$498K
4
ESML icon
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
+$220K
5
ICF icon
iShares Select U.S. REIT ETF
ICF
+$174K

Top Sells

1
+$714K
2
+$551K
3
+$276K
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$159K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$31.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.8M 30.72%
130,470
-2,928
2
$21.1M 20.35%
290,646
-7,596
3
$13M 12.54%
172,609
-2,112
4
$12.9M 12.49%
69,040
+660
5
$11.8M 11.41%
156,312
-3,656
6
$7.31M 7.06%
131,474
+3,139
7
$1.11M 1.07%
23,551
+18,357
8
$1.03M 1%
38,044
+1,270
9
$794K 0.77%
14,601
10
$598K 0.58%
25,666
+364
11
$579K 0.56%
+5,939
12
$498K 0.48%
+6,830
13
$437K 0.42%
12,315
+6,180
14
$309K 0.3%
5,677
-573
15
$265K 0.26%
5,594