BF

Brooklyn FI Portfolio holdings

AUM $467M
1-Year Est. Return 17.67%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$390M
AUM Growth
+$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$5.28M
2
+$4.85M
3
+$4.06M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$3.64M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$2.97M

Top Sells

1
+$3.79M
2
+$3.71M
3
+$3.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.22M
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$1.22M

Sector Composition

1 Communication Services 2.01%
2 Financials 1.46%
3 Technology 0.85%
4 Consumer Discretionary 0.25%
5 Healthcare 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$600K 0.15%
2,923
+1,097
52
$531K 0.14%
6,401
-104
53
$521K 0.13%
706
+129
54
$516K 0.13%
2,351
+359
55
$491K 0.13%
+11,665
56
$442K 0.11%
+11,290
57
$418K 0.11%
3,359
58
$405K 0.1%
734
-1
59
$355K 0.09%
451
-189
60
$340K 0.09%
+8,231
61
$340K 0.09%
2,066
-21
62
$320K 0.08%
2,098
+94
63
$318K 0.08%
+1,402
64
$305K 0.08%
1,560
+148
65
$301K 0.08%
1,703
+61
66
$294K 0.08%
4,740
-66
67
$279K 0.07%
9,713
-240
68
$271K 0.07%
854
-86
69
$256K 0.07%
7,723
70
$256K 0.07%
+1,397
71
$254K 0.07%
6,779
72
$244K 0.06%
+1,148
73
$219K 0.06%
8,192
74
$214K 0.05%
+2,344
75
$208K 0.05%
+535
1 2
3
4