BF
Blankinship & Foster Portfolio holdings
AUM
$427M
This Quarter Return
+5.64%
1 Year Return
+13.04%
3 Year Return
+46.47%
5 Year Return
+72.54%
10 Year Return
–
AUM
$409M
AUM Growth
+$409M
(+5.4%)
Cap. Flow
+$5.46K
Cap. Flow
% of AUM
0%
Top 10 Holdings %
Top 10 Hldgs %
82.09%
Holding
73
New
2
Increased
19
Reduced
18
Closed
2
Top Buys
| 1 |
Dimensional US Core Equity Market ETF
DFAU
|
$1.29M |
| 2 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$669K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$652K |
| 4 |
Microsoft
MSFT
|
$430K |
| 5 |
Healthpeak Properties
DOC
|
$226K |
Top Sells
| 1 |
Vanguard Growth ETF
VUG
|
$581K |
| 2 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
$485K |
| 3 |
iShares MBS ETF
MBB
|
$336K |
| 4 |
Apple
AAPL
|
$324K |
| 5 |
Vanguard Consumer Staples ETF
VDC
|
$310K |
Sector Composition
| 1 | Technology | 2.59% |
| 2 | Healthcare | 1.38% |
| 3 | Communication Services | 1.01% |
| 4 | Financials | 0.88% |
| 5 | Energy | 0.49% |
