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
$243M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$3.31M
2
+$3.12M
3
+$2.4M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.36M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.39M

Top Sells

1
+$419K
2
+$119K
3
+$111K
4
DSI icon
iShares MSCI KLD 400 Social ETF
DSI
+$56.5K
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$43.2K

Sector Composition

1 Technology 0.87%
2 Communication Services 0.54%
3 Consumer Discretionary 0.39%
4 Healthcare 0.14%
5 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$244K 0.1%
+467
52
$209K 0.09%
+3,676
53
$203K 0.08%
+8,820
54
$202K 0.08%
+7,184
55
$11.3K ﹤0.01%
+11,178
56
$6.31K ﹤0.01%
254
1 2
3