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BFA

Blueprint Financial Advisors Portfolio holdings

AUM $675M
1-Year Est. Return 24.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$9.57M
3
+$8.01M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.87M
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$5.69M

Top Sells

1
+$2.18M
2
+$899K
3
+$399K
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$342K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$319K

Sector Composition

1 Technology 6.15%
2 Energy 2.12%
3 Financials 1.89%
4 Industrials 0.94%
5 Consumer Discretionary 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.12M 1.11%
194,577
+1,468
27
$4.94M 1.07%
84,094
+12,927
28
$4.89M 1.06%
190,250
-12,893
29
$4.82M 1.04%
73,834
+104
30
$4.76M 1.03%
57,674
+36,507
31
$4.75M 1.03%
32,616
+12,624
32
$4.41M 0.95%
+119,164
33
$4.36M 0.94%
206,023
+10,500
34
$4.15M 0.9%
40,115
+1,324
35
$3.87M 0.84%
11,792
-758
36
$3.53M 0.76%
13,901
+214
37
$3.44M 0.74%
32,289
+1,691
38
$3.43M 0.74%
63,369
+9,877
39
$3.34M 0.72%
15,767
+77
40
$3.32M 0.72%
23,732
-30
41
$3.32M 0.72%
+10,521
42
$3.26M 0.71%
35,690
+5,077
43
$3.16M 0.68%
84,906
-328
44
$3.04M 0.66%
30,200
-3,400
45
$3.01M 0.65%
16,117
-1,136
46
$2.93M 0.63%
126,650
+21,810
47
$2.88M 0.62%
34,705
-3,691
48
$2.79M 0.6%
55,035
+815
49
$2.67M 0.58%
14,091
+938
50
$2.63M 0.57%
+11,974
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