BIP
Blueprint Investment Partners Portfolio holdings
AUM
$564M
This Quarter Return
+7.23%
1 Year Return
+15.06%
3 Year Return
+69.93%
5 Year Return
+121.15%
10 Year Return
–
AUM
$279M
AUM Growth
+$279M
(-36%)
Cap. Flow
-$177M
Cap. Flow
% of AUM
-63.42%
Top 10 Holdings %
Top 10 Hldgs %
52.51%
Holding
269
New
41
Increased
36
Reduced
63
Closed
126
Top Buys
Top Sells
| 1 |
ClearShares Ultra-Short Maturity ETF
OPER
|
$18.8M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7.23M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$6.71M |
| 4 |
Vanguard Value ETF
VTV
|
$6.53M |
| 5 |
iShares Floating Rate Bond ETF
FLOT
|
$6.39M |
Sector Composition
| 1 | Technology | 12.55% |
| 2 | Financials | 3.51% |
| 3 | Consumer Staples | 2.54% |
| 4 | Consumer Discretionary | 2.11% |
| 5 | Communication Services | 1.95% |