BJ

Brouwer & Janachowski Portfolio holdings

AUM $574M
1-Year Est. Return 24.29%
This Quarter Est. Return
1 Year Est. Return
+24.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$213M
AUM Growth
-$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$6.68M
3
+$6.14M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$2.93M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.84M

Top Sells

1
+$11M
2
+$6.34M
3
+$3.71M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.25M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$869K

Sector Composition

1 Financials 12.07%
2 Technology 0.37%
3 Energy 0.19%
4 Industrials 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
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