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
$183M
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$9.21M
2 +$8.7M
3 +$7.75M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.35M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$6.77M

Sector Composition

1 Technology 0.54%
2 Consumer Discretionary 0.4%
3 Utilities 0.12%
4 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-4,554
52
-3,557