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
$111M
AUM Growth
+$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
16
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$203K
3
+$195K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$193K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$191K

Top Sells

1
+$130K
2
+$113K
3
+$33.3K
4
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$10.5K

Sector Composition

1 Financials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.8M 30.56%
128,841
+743
2
$21.9M 19.81%
290,639
+2,376
3
$14.4M 13.03%
188,571
+2,885
4
$14.1M 12.75%
70,238
+951
5
$12.5M 11.33%
162,564
+663
6
$8.03M 7.27%
136,791
+3,287
7
$1.13M 1.03%
23,772
+221
8
$1.11M 1.01%
38,044
9
$833K 0.75%
14,832
+231
10
$636K 0.58%
26,051
+125
11
$571K 0.52%
5,443
-317
12
$380K 0.34%
5,034
-1,724
13
$356K 0.32%
9,354
-2,961
14
$308K 0.28%
5,274
-180
15
$279K 0.25%
5,869
16
$203K 0.18%
+570