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
$247M
AUM Growth
-$16.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$669K
2 +$267K
3 +$267K
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$217K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$191K

Sector Composition

1 Technology 2.87%
2 Healthcare 1.91%
3 Financials 1.01%
4 Communication Services 0.97%
5 Energy 0.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$217K 0.09%
4,191
52
$207K 0.08%
4,173
-473
53
$42K 0.02%
15,700
54
-3,678
55
-41,019
56
-16,515