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
$119M
AUM Growth
+$2.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$874K
2
+$708K
3
+$472K
4
ICF icon
iShares Select U.S. REIT ETF
ICF
+$311K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$202K

Top Sells

1
+$542K
2
+$38K
3
+$25K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.99K

Sector Composition

1 Financials 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.9M 31%
123,871
-1,821
2
$22.8M 19.16%
290,761
+2,014
3
$15.7M 13.22%
209,852
+11,672
4
$14.3M 12.07%
70,704
+769
5
$13.9M 11.71%
181,506
+9,233
6
$8.27M 6.95%
144,314
+5,422
7
$1.2M 1.01%
37,270
-774
8
$1.13M 0.95%
24,182
+410
9
$868K 0.73%
14,798
-34
10
$662K 0.56%
26,051
11
$644K 0.54%
5,397
12
$472K 0.4%
+9,422
13
$403K 0.34%
5,113
+79
14
$378K 0.32%
9,830
+476
15
$302K 0.25%
4,547
-572
16
$293K 0.25%
6,037
17
$246K 0.21%
604
+34
18
$202K 0.17%
+756
19
$201K 0.17%
+1,919