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BF

Brooklyn FI Portfolio holdings

AUM $476M
1-Year Est. Return 17.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$476M
AUM Growth
+$8.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Sells

1 +$4.01M
2 +$1.55M
3 +$1.3M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$748K
5
RDDT icon
Reddit
RDDT
+$715K

Sector Composition

1 Communication Services 1.69%
2 Financials 0.86%
3 Technology 0.58%
4 Energy 0.2%
5 Consumer Discretionary 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHW
76
Charles Schwab
SCHW
$162B
$212K 0.04%
2,252
COF icon
77
Capital One
COF
$128B
$201K 0.04%
1,104
IWM icon
78
iShares Russell 2000 ETF
IWM
$81B
$200K 0.04%
+808
BAC icon
79
Bank of America
BAC
$408B
-5,406
BARK icon
80
BARK
BARK
$80.9M
-8,464
MTB icon
81
M&T Bank
MTB
$33.5B
-1,452