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

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
in Stake
Capital Flow
51
-600
52
-3,370
53
-776
54
-1,438
55
-189
56
-62
57
-342
58
-894
59
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60
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61
-800
62
-4,020
63
-2,560
64
-1,200
65
-591
66
-550
67
-3,000
68
-4,800
69
-9,450
70
-950
71
-1,300
72
-11,000
73
-177
74
-2,226
75
-16,680