We are live on ! Find out more
BF

Brooklyn FI Portfolio holdings

AUM $476M
1-Year Est. Return 17.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.97%
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
+$5.78M
2
+$5.36M
3
+$3.63M
4
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$2.83M
5
SCHH icon
Schwab US REIT ETF
SCHH
+$2.27M

Top Sells

1
+$6.19M
2
+$4.82M
3
+$3.63M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.56M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$896K

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
– –
-15,249
1 2
3