BJ

Brouwer & Janachowski Portfolio holdings

AUM $574M
1-Year Est. Return 24.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$5.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$2.11M
2
+$1.66M
3
+$1.01M
4
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$768K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$722K

Top Sells

1
+$3.27M
2
+$1.43M
3
+$807K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$502K
5
FXI icon
iShares China Large-Cap ETF
FXI
+$442K

Sector Composition

1 Financials 10.48%
2 Energy 0.66%
3 Industrials 0.27%
4 Communication Services 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
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