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
$264M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$802K
2 +$615K
3 +$535K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$440K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$380K

Sector Composition

1 Technology 2.85%
2 Healthcare 1.85%
3 Communication Services 0.97%
4 Financials 0.82%
5 Energy 0.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$244K 0.09%
6,272
+43
52
$239K 0.09%
4,646
+273
53
$42K 0.02%
15,700