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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
76
$812K 0.18%
+29,739
77
$788K 0.17%
15,318
-1,053
78
$745K 0.16%
+34,600
79
$707K 0.15%
+25,481
80
$691K 0.15%
23,736
+7,650
81
$665K 0.14%
+23,410
82
$640K 0.14%
+12,788
83
$636K 0.14%
+37,068
84
$621K 0.13%
24,245
85
$620K 0.13%
+14,756
86
$599K 0.13%
+14,295
87
$578K 0.12%
+12,371
88
$545K 0.12%
+23,303
89
$544K 0.12%
+20,200
90
$543K 0.12%
+19,407
91
$511K 0.11%
+11,625
92
$497K 0.11%
17,586
+1,800
93
$486K 0.11%
+21,382
94
$361K 0.08%
+5,000
95
$360K 0.08%
+11,657
96
$310K 0.07%
+16,296
97
$271K 0.06%
+18,000
98
$246K 0.05%
+20,000
99
$221K 0.05%
+11,208
100
$214K 0.05%
+10,418
1 2 3
4
5