BF

Blankinship & Foster Portfolio holdings

AUM $427M
1-Year Est. Return 13.04%
This Quarter Est. Return
1 Year Est. Return
+13.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$107M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$33.9M
2 +$18.4M
3 +$13.1M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$8.45M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$8.44M

Top Sells

No sells this quarter

Sector Composition

1 Energy 4.34%
2 Technology 1.8%
3 Financials 1.1%
4 Communication Services 0.7%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$221K 0.21%
+1,774
27
$206K 0.19%
+1,791