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
$118M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Sells

1 +$758K
2 +$423K
3 +$415K
4
JNJ icon
Johnson & Johnson
JNJ
+$206K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$197K

Sector Composition

1 Energy 4.01%
2 Technology 1.67%
3 Financials 1.01%
4 Communication Services 0.7%
5 Consumer Discretionary 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$94K 0.08%
+15,700
27
-13,805
28
-7,333
29
-3,700
30
-1,791