BIP

Blueprint Investment Partners Portfolio holdings

AUM $564M
1-Year Est. Return 15.06%
This Quarter Est. Return
1 Year Est. Return
+15.06%
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 Sells

1 +$9.47M
2 +$8.6M
3 +$8.21M
4
IAU icon
iShares Gold Trust
IAU
+$7.97M
5
AAPL icon
Apple
AAPL
+$7.93M

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
-5,797
227
-2,635
228
-3,220
229
-2,649