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
$240M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Sells

1 +$631K
2 +$562K
3 +$141K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$101K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$86.2K

Sector Composition

1 Technology 2.41%
2 Healthcare 1.4%
3 Financials 0.73%
4 Communication Services 0.65%
5 Energy 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$101K 0.04%
10,451
52
$83K 0.03%
15,700