BF

Blankinship & Foster Portfolio holdings

AUM $463M
1-Year Est. Return 17.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$427M
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.42M
2
+$895K
3
+$878K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$733K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$506K

Top Sells

1
+$1.56M
2
+$855K
3
+$730K
4
AAPL icon
Apple
AAPL
+$686K
5
MBB icon
iShares MBS ETF
MBB
+$651K

Sector Composition

1 Technology 2.04%
2 Financials 1.77%
3 Healthcare 1.35%
4 Communication Services 0.97%
5 Consumer Staples 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$379K 0.09%
1,287
+188
52
$371K 0.09%
2,573
53
$370K 0.09%
4,398
-512
54
$363K 0.09%
1,993
55
$353K 0.08%
1,420
-40
56
$341K 0.08%
4,452
57
$319K 0.07%
11,040
-5,234
58
$318K 0.07%
1,516
59
$292K 0.07%
1,355
-78
60
$287K 0.07%
2,063
61
$277K 0.06%
2,184
62
$275K 0.06%
5,809
63
$272K 0.06%
12,777
64
$262K 0.06%
+2,123
65
$261K 0.06%
+10,767
66
$257K 0.06%
4,379
-273
67
$250K 0.06%
1,669
68
$249K 0.06%
5,745
69
$246K 0.06%
+2,394
70
$233K 0.05%
+2,380
71
$226K 0.05%
+1,504
72
$223K 0.05%
20,912
73
$207K 0.05%
+1,847
74
$205K 0.05%
3,741
75
$202K 0.05%
+1,141
1 2
3
4