BF
Brooklyn FI Portfolio holdings
AUM
$467M
1-Year Est. Return
17.67%
This Fund
S&P 500
1 Year Est. Return
+17.67%
AUM
$467M
AUM Growth
+$21.2M
(+4.7%)
Holding
84
Top Buys
| 1 | +$3.64M | |
| 2 | +$2.04M | |
| 3 | +$1.92M | |
| 4 |
iShares Global REIT ETF
REET
|
+$1.82M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$1.51M |
Top Sells
| 1 | +$3.26M | |
| 2 | +$1.4M | |
| 3 | +$755K | |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$651K |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$590K |
Sector Composition
| 1 | Communication Services | 2.42% |
| 2 | Financials | 1.06% |
| 3 | Technology | 0.64% |
| 4 | Consumer Discretionary | 0.19% |
| 5 | Energy | 0.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
iShares Semiconductor ETF
SOXX
$21.4B
| $231K | 0.05% |
767
|
|
||
77
Vanguard Mid-Cap ETF
VO
$94B
| $225K | 0.05% |
+776
|
|
||
78
Charles Schwab
SCHW
$184B
| $225K | 0.05% |
2,252
-92
|
|
||
79
Schwab US TIPS ETF
SCHP
$15.1B
| $217K | 0.05% |
8,192
|
|
||
80
BARK
BARK
$148M
| $102K | 0.02% |
169,284
-30,178
|
|
||
81
SELLAS Life Sciences
SLS
$662M
| – | – |
-10,240
|
|
||
82
Intuit
INTU
$140B
| – | – |
-350
|
|
||
83
e.l.f. Beauty
ELF
$5.07B
| – | – |
-2,433
|
|
||
84
Better Home & Finance Holding
BETR
$495M
| – | – |
-3,607
|
|