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
$99.9M
AUM Growth
-$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
15
New
Increased
Reduced
Closed

Top Buys

1
+$946K
2
+$420K
3
+$102K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$43.7K
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$13K

Top Sells

1
+$557K
2
+$164K
3
+$16.8K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$11.7K
5
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$4.98K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.1M 30.12%
128,098
-2,372
2
$19.9M 19.89%
288,263
-2,383
3
$13.4M 13.44%
185,686
+13,077
4
$12.2M 12.26%
69,287
+247
5
$12.2M 12.18%
161,901
+5,589
6
$6.7M 6.7%
133,504
+2,030
7
$1.07M 1.07%
23,551
8
$997K 1%
38,044
9
$757K 0.76%
14,601
10
$584K 0.58%
25,926
+260
11
$541K 0.54%
5,760
-179
12
$467K 0.47%
6,758
-72
13
$414K 0.41%
12,315
14
$286K 0.29%
5,454
-223
15
$277K 0.28%
5,869
+275