BIP

Blueprint Investment Partners Portfolio holdings

AUM $935M
1-Year Est. Return 24.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$45.2M
2
+$42.3M
3
+$9.64M
4
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$8.77M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.92M

Top Sells

1
+$10.2M
2
+$9.48M
3
+$8.95M
4
AAPL icon
Apple
AAPL
+$8.78M
5
IAU icon
iShares Gold Trust
IAU
+$8.27M

Sector Composition

1 Healthcare 3.89%
2 Consumer Staples 2.21%
3 Energy 1.32%
4 Technology 0.99%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-1,111
227
– –
-6,139
228
– –
-5,797
229
– –
-2,635
6 7 8 9
10