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
$563M
AUM Growth
+$41.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$13.1M
2 +$4.24M
3 +$3.79M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.4M
5
EZU icon
iShare MSCI Eurozone ETF
EZU
+$1.57M

Sector Composition

1 Financials 8.35%
2 Technology 0.36%
3 Healthcare 0.06%
4 Energy 0.05%
5 Communication Services 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$226K 0.04%
2,714
52
-8,298
53
-10,272