BFAG

Blackston Financial Advisory Group Portfolio holdings

AUM $221M
1-Year Est. Return 15.63%
This Quarter Est. Return
1 Year Est. Return
+15.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
-$297K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1 +$2.56M
2 +$1.69M
3 +$1.69M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1.62M
5
VONE icon
Vanguard Russell 1000 ETF
VONE
+$1.41M

Top Sells

1 +$542K
2 +$439K
3 +$426K
4
IYM icon
iShares US Basic Materials ETF
IYM
+$409K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$391K

Sector Composition

1 Technology 3.73%
2 Consumer Discretionary 2.61%
3 Consumer Staples 2.27%
4 Healthcare 2%
5 Industrials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-13,988