BF
Brooklyn FI Portfolio holdings
AUM
$390M
1-Year Est. Return
15.44%
1 Year Est. Return
+15.44%
AUM
$390M
AUM Growth
+$65.9M
(+20%)
Holding
77
Top Buys
| 1 | +$5.28M | |
| 2 | +$4.85M | |
| 3 | +$4.06M | |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$3.64M |
| 5 |
iShares National Muni Bond ETF
MUB
|
+$2.97M |
Top Sells
| 1 | +$3.79M | |
| 2 | +$3.71M | |
| 3 | +$3.5M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$2.22M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
BARK
BARK
$143M
| $202K | 0.05% |
229,254
-30,000
|
|
||
77
SELLAS Life Sciences
SLS
$242M
| $22.4K | 0.01% |
10,240
+100
|
|