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
$230M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Sells

1 +$1.48M
2 +$743K
3 +$599K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$206K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$150K

Sector Composition

1 Technology 2.3%
2 Healthcare 1.99%
3 Energy 0.75%
4 Communication Services 0.69%
5 Financials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$270K 0.12%
2,173
52
$260K 0.11%
5,574
-948
53
$258K 0.11%
3,125
+43
54
$32.2K 0.01%
15,700