BIP

Blueprint Investment Partners Portfolio holdings

AUM $935M
1-Year Est. Return 24.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$279M
AUM Growth
-$159M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
269
New
Increased
Reduced
Closed

Top Sells

1 +$18.8M
2 +$7.2M
3 +$6.7M
4
FLOT icon
iShares Floating Rate Bond ETF
FLOT
+$6.39M
5
VTV icon
Vanguard Value ETF
VTV
+$6.38M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
-8,481