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
$438M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$10.1M
3
+$6.93M
4
AAPL icon
Apple
AAPL
+$6.82M
5
MSFT icon
Microsoft
MSFT
+$6.13M

Top Sells

1
+$32.6M
2
+$19M
3
+$12.2M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$6.38M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.31M

Sector Composition

1 Technology 8.39%
2 Financials 3.74%
3 Healthcare 2.17%
4 Energy 2.04%
5 Consumer Staples 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
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