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
$213M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$6.03M
2 +$5.56M
3 +$4.06M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$2.85M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.53M

Sector Composition

1 Technology 0.77%
2 Consumer Discretionary 0.33%
3 Communication Services 0.22%
4 Healthcare 0.15%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-9,803