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
$243M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2.39M
2
+$2.36M
3
+$2.27M
4
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$2.21M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$2.11M

Top Sells

1
+$3.61M
2
+$2.87M
3
+$2.17M
4
URNM icon
Sprott Uranium Miners ETF
URNM
+$1.73M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$383K

Sector Composition

1 Technology 25.61%
2 Consumer Discretionary 8.52%
3 Communication Services 5.18%
4 Financials 3.9%
5 Healthcare 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-72,515
52
– –
-35,117
1 2
3