BF

Brooklyn FI Portfolio holdings

AUM $390M
1-Year Est. Return 15.44%
This Quarter Est. Return
1 Year Est. Return
+15.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$11.7M
3
+$9.63M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$8.56M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$7.67M

Top Sells

No sells this quarter

Sector Composition

1 Utilities 0.24%
2 Consumer Staples 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$635K 0.6%
+6,832
27
$548K 0.51%
+28,172
28
$412K 0.39%
+2,738
29
$349K 0.33%
+878
30
$330K 0.31%
+3,557
31
$253K 0.24%
+3,787
32
$250K 0.23%
+6,293
33
$249K 0.23%
+4,628
34
$240K 0.23%
+2,270
35
$239K 0.22%
+2,057
36
$232K 0.22%
+7,239
37
$221K 0.21%
+596
38
$203K 0.19%
+427
39
$202K 0.19%
+4,554
1
2