BFA
Blueprint Financial Advisors Portfolio holdings
AUM
$312M
This Quarter Return
+6.24%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$312M
AUM Growth
+$312M
(+69%)
Cap. Flow
+$120M
Cap. Flow
% of AUM
38.5%
Top 10 Holdings %
Top 10 Hldgs %
56.19%
Holding
60
New
35
Increased
14
Reduced
8
Closed
3
Top Buys
| 1 |
Vanguard Large-Cap ETF
VV
|
$17.6M |
| 2 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$10.1M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$8.03M |
| 4 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$7.6M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$6.64M |
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$12.4M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$7.06M |
| 3 |
iShares US Treasury Bond ETF
GOVT
|
$6.45M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$3.77M |
| 5 |
iShares Core US REIT ETF
USRT
|
$3.05M |
Sector Composition
| 1 | Technology | 2.8% |
| 2 | Industrials | 1.51% |
| 3 | Communication Services | 0.15% |
