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
$119M
AUM Growth
+$1.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$605K
2 +$411K
3 +$381K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$295K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$206K

Sector Composition

1 Energy 3.63%
2 Technology 1.25%
3 Financials 0.9%
4 Communication Services 0.76%
5 Consumer Discretionary 0.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$206K 0.17%
+3,162
27
$203K 0.17%
+2,542
28
$201K 0.17%
943
-243
29
$83K 0.07%
15,700
30
-5,753