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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
51
$2.44M 0.53%
39,375
52
$2.42M 0.52%
25,461
+384
53
$2.33M 0.5%
+16,880
54
$2.14M 0.46%
+48,826
55
$2.06M 0.45%
+59,349
56
$1.96M 0.42%
36,784
+4,754
57
$1.66M 0.36%
29,048
+12,793
58
$1.6M 0.35%
+40,425
59
$1.58M 0.34%
+51,464
60
$1.56M 0.34%
14,077
-463
61
$1.49M 0.32%
+31,151
62
$1.4M 0.3%
+41,031
63
$1.36M 0.29%
+39,258
64
$1.27M 0.27%
+11,260
65
$1.17M 0.25%
24,558
+5,322
66
$1.13M 0.24%
+22,606
67
$1.1M 0.24%
+23,700
68
$1.09M 0.24%
+12,219
69
$1.02M 0.22%
+43,936
70
$997K 0.22%
20,685
71
$984K 0.21%
+30,824
72
$895K 0.19%
+33,668
73
$891K 0.19%
+19,031
74
$821K 0.18%
+17,734
75
$820K 0.18%
+30,030
1 2
3
4 5