BIP

Blue Investment Partners Portfolio holdings

AUM $285M
1-Year Est. Return 14.12%
This Quarter Est. Return
1 Year Est. Return
+14.12%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.5M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$28.4M
2 +$5.97M
3 +$5.33M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$4.67M
5
VTV icon
Vanguard Value ETF
VTV
+$4.42M

Top Sells

No sells this quarter

Sector Composition

1 Technology 39.18%
2 Financials 7.82%
3 Consumer Discretionary 2.25%
4 Communication Services 1.53%
5 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$210K 0.26%
+460
27
$23K 0.03%
+10,474