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
$158M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$1.01M
2 +$802K
3 +$796K
4
IYJ icon
iShares US Industrials ETF
IYJ
+$785K
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$767K

Sector Composition

1 Technology 5.35%
2 Consumer Discretionary 3.99%
3 Consumer Staples 1.99%
4 Healthcare 1.62%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-24,164