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
$272M
AUM Growth
+$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$6.03M
2
+$4.24M
3
+$3.06M
4
CGMS icon
Capital Group US Multi-Sector Income ETF
CGMS
+$2.41M
5
JBBB icon
Janus Henderson B-BBB CLO ETF
JBBB
+$1.72M

Top Sells

1
+$4.87M
2
+$359K
3
+$213K
4
GBTC icon
Grayscale Bitcoin Trust
GBTC
+$198K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$137K

Sector Composition

1 Technology 24.72%
2 Consumer Discretionary 9.09%
3 Communication Services 6.69%
4 Financials 3.98%
5 Industrials 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$202K 0.07%
1,092
52
$201K 0.07%
+1,660
53
– –
-240
54
– –
-79,193
1 2
3