BF

Blankinship & Foster Portfolio holdings

AUM $452M
1-Year Est. Return 16.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$457M
AUM Growth
+$30.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.83M
2 +$827K
3 +$449K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$329K
5
QCOM icon
Qualcomm
QCOM
+$256K

Top Sells

1 +$1.28M
2 +$538K
3 +$506K
4
VUG icon
Vanguard Growth ETF
VUG
+$362K
5
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$138K

Sector Composition

1 Technology 2.18%
2 Financials 1.73%
3 Healthcare 1.49%
4 Communication Services 1.17%
5 Consumer Staples 0.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$209K 0.05%
+4,832
77
$206K 0.05%
+1,329
78
-6,426