BIP
Blueprint Investment Partners Portfolio holdings
AUM
$564M
This Quarter Return
+7.51%
1 Year Return
+15.06%
3 Year Return
+69.93%
5 Year Return
+121.15%
10 Year Return
–
AUM
$472M
AUM Growth
+$472M
(+29%)
Cap. Flow
+$89M
Cap. Flow
% of AUM
18.84%
Top 10 Holdings %
Top 10 Hldgs %
42.13%
Holding
260
New
101
Increased
88
Reduced
27
Closed
33
Top Buys
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$28.4M |
| 2 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$12M |
| 3 |
Apple
AAPL
|
$11.2M |
| 4 |
Tesla
TSLA
|
$3.47M |
| 5 |
iShares Gold Trust
IAU
|
$3.03M |
Sector Composition
| 1 | Healthcare | 4.93% |
| 2 | Financials | 4.22% |
| 3 | Energy | 3.56% |
| 4 | Consumer Staples | 3.18% |
| 5 | Technology | 2.77% |
