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
$129M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$812K
2
+$731K
3
+$325K
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$266K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$202K

Top Sells

1
+$179K
2
+$11.7K

Sector Composition

1 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.8M 30.06%
123,303
-568
2
$24.6M 19.11%
294,643
+3,882
3
$17.2M 13.32%
219,179
+9,327
4
$15.7M 12.15%
70,918
+214
5
$15.1M 11.7%
191,825
+10,319
6
$9.54M 7.4%
144,816
+502
7
$1.28M 0.99%
37,270
8
$1.19M 0.92%
24,417
+235
9
$937K 0.73%
14,866
+68
10
$704K 0.55%
26,051
11
$669K 0.52%
5,304
-93
12
$665K 0.52%
13,012
+3,590
13
$469K 0.36%
4,421
+2,502
14
$430K 0.33%
5,113
15
$411K 0.32%
9,830
16
$319K 0.25%
4,547
17
$318K 0.25%
6,448
+411
18
$278K 0.22%
604
19
$214K 0.17%
756
20
$202K 0.16%
+350