BIP

Blueprint Investment Partners Portfolio holdings

AUM $712M
1-Year Est. Return 18.1%
This Quarter Est. Return
1 Year Est. Return
+18.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$389M
AUM Growth
-$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$17.7M
2
+$13.3M
3
+$9.86M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.68M
5
IAU icon
iShares Gold Trust
IAU
+$9.12M

Top Sells

1
+$11.4M
2
+$9.25M
3
+$5.57M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.68M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.32M

Sector Composition

1 Technology 6.81%
2 Healthcare 3.51%
3 Financials 3.13%
4 Consumer Staples 2.28%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-4,670
252
– –
-369
253
– –
-1,930
254
– –
-1,534
255
– –
-2,352
256
– –
-1,807
7 8 9 10
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