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Yinka Akinsola

@Blue Trust, Inc.

Latest period2024 - Q3ReportedManaged Assets$7.664BTotal holdings2902
Assets growth rate5.08%Assets growth rate (2-Q avg)3.92%Continuous growth in asset value3 quarters

Portfolio positions

This chart displays the top 10 holdings in Blue Trust, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 2902 positions.

Assets under management

The assets under management (AUM) of Blue Trust, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 3 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 7.664B in assets, with a quarterly growth rate of 5.08% and a 2-quarter average growth rate of 3.92%. The portfolio is managed by Yinka Akinsola, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VUSEEtf Ser Solutions
Recent Activity
Decreased -1.37%
6.39%
$489.223M
9.039M shares@ $54.13 avg price
QUALIshares Tr
Recent Activity
Decreased -12.85%
4.44%
$340.081M
1.992M shares@ $170.77 avg price
VIDIEtf Ser Solutions
Recent Activity
Decreased -11.11%
4.06%
$310.38M
12.341M shares@ $25.15 avg price
MTUMIshares Tr
Recent Activity
Decreased -6.51%
2.91%
$222.813M
1.143M shares@ $194.88 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -2.15%
2.41%
$184.15M
368,205 shares@ $500.14 avg price
IEMGIshares Inc
Recent Activity
Decreased -1.34%
1.97%
$150.578M
2.813M shares@ $53.53 avg price
MBBIshares Tr
Recent Activity
Decreased -11.22%
1.57%
$120.304M
1.31M shares@ $91.81 avg price
IVVIshares Tr
Recent Activity
Decreased -13.38%
0.92%
$69.758M
127,474 shares@ $547.24 avg price
IUSBIshares Tr
Recent Activity
Decreased -4%
0.55%
$41.895M
926,480 shares@ $45.23 avg price
IAUIshares Gold Tr
Recent Activity
Decreased -3.94%
0.28%
$20.931M
476,473 shares@ $43.94 avg price