BIP
Blue Investment Partners Portfolio holdings
AUM
$285M
1-Year Est. Return
14.12%
This Fund
S&P 500
1 Year Est. Return
+14.12%
AUM
$266M
AUM Growth
-$6.84M
(-2.5%)
Holding
55
Top Buys
| 1 | +$6.15M | |
| 2 | +$4.59M | |
| 3 | +$3.84M | |
| 4 |
JPMorgan Income ETF
JPIE
|
+$1.62M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$1.43M |
Top Sells
| 1 | +$4.13M | |
| 2 | +$3.95M | |
| 3 | +$2.52M | |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$2.28M |
| 5 |
Grayscale Bitcoin Trust
GBTC
|
+$424K |
Sector Composition
| 1 | Technology | 22.03% |
| 2 | Consumer Discretionary | 8% |
| 3 | Communication Services | 6.56% |
| 4 | Financials | 3.85% |
| 5 | Healthcare | 0.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Invesco Senior Loan ETF
BKLN
$6.34B
| – | – |
-195,811
|
|
||
52
Blackrock
BLK
$163B
| – | – |
-202
|
|
||
53
Janus Henderson B-BBB CLO ETF
JBBB
$1.08B
| – | – |
-80,263
|
|
||
54
JPMorgan Active Growth ETF
JGRO
$8.36B
| – | – |
-31,041
|
|
||
55
Williams-Sonoma
WSM
$24B
| – | – |
-1,963
|
|