Yinka Akinsola

@Blue Trust, Inc.

Latest period2024 - Q3

Reported3mo 2d ago

Managed Assets$7.664B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
SCHHSchwab Strategic Tr Recent Activity New Position	0.01%	$33,430 1,674 shares@ $19.98 avg price	New Position
SPLGSpdr Ser Tr Recent Activity New Position	0.01%	$31,104 486 shares@ $64.0 avg price	New Position
NVRNvr Inc Recent Activity New Position	0.01%	$30,354 4 shares@ $7588.5 avg price	New Position
ITBIshares Tr Recent Activity New Position	0.01%	$29,409 291 shares@ $101.07 avg price	New Position
CLBKColumbia Finl Inc Recent Activity New Position	0.01%	$29,236 1,953 shares@ $14.97 avg price	New Position
DIVOAmplify Etf Tr Recent Activity New Position	0.01%	$26,282 679 shares@ $38.71 avg price	New Position
MDYVSpdr Ser Tr Recent Activity New Position	0.01%	$24,301 333 shares@ $72.98 avg price	New Position
HQYHealthequity Inc Recent Activity New Position	0.01%	$23,446 272 shares@ $86.2 avg price	New Position
VKTXViking Therapeutics Inc Recent Activity New Position	0.01%	$21,575 407 shares@ $53.01 avg price	New Position
VHTVanguard World Fd Recent Activity New Position	0.01%	$20,748 78 shares@ $266.0 avg price	New Position