BF
Brooklyn FI Portfolio holdings
AUM $390M
1-Year Return
15.44%
This Quarter Return
-1.16%
1 Year Return
+15.44%
3 Year Return
+38.16%
5 Year Return
–
10 Year Return
–
AUM
$324M
AUM Growth
+$23.6M
(+7.8%)
Cap. Flow
+$24.2M
Cap. Flow
% of AUM
7.45%
Top 10 Holdings %
Top 10 Hldgs %
59.84%
Holding
67
New
4
Increased
42
Reduced
10
Closed
1
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$3.33M |
| 2 |
Schwab International Equity ETF
SCHF
|
+$2.4M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$1.66M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$1.36M |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$1.34M |
Top Sells
| 1 |
Reddit
RDDT
|
+$971K |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
+$590K |
| 3 |
Palantir
PLTR
|
+$562K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
+$453K |
| 5 |
Vanguard Large-Cap ETF
VV
|
+$204K |
Sector Composition
| 1 | Communication Services | 1.46% |
| 2 | Technology | 0.53% |
| 3 | Consumer Discretionary | 0.3% |
| 4 | Healthcare | 0.11% |
| 5 | Consumer Staples | 0.07% |
