BFAG
Blackston Financial Advisory Group Portfolio holdings
AUM
$221M
This Quarter Return
+10.49%
1 Year Return
+15.63%
3 Year Return
+63.75%
5 Year Return
–
10 Year Return
–
AUM
$173M
AUM Growth
–
Cap. Flow
+$173M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
65.93%
Holding
92
New
92
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$18.5M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$14.8M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$13.6M |
| 4 |
Vanguard Large-Cap ETF
VV
|
$12.2M |
| 5 |
Vanguard Russell 1000 ETF
VONE
|
$11.6M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.85% |
| 2 | Consumer Discretionary | 3.02% |
| 3 | Consumer Staples | 1.89% |
| 4 | Healthcare | 1.68% |
| 5 | Communication Services | 1.31% |
