BIP

Blueprint Investment Partners Portfolio holdings

AUM $564M
1-Year Est. Return 15.06%
This Quarter Est. Return
1 Year Est. Return
+15.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$128M
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$13.6M
3
+$11.9M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$8M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$6.97M

Top Sells

1
+$507
2
+$275
3
+$209

Sector Composition

1 Technology 4.13%
2 Communication Services 2.5%
3 Financials 1.63%
4 Industrials 1.36%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$866K 0.67%
29,721
+29,674
27
$670K 0.52%
2,276
+2,274
28
$670K 0.52%
1,469
+1,468
29
$603K 0.47%
1,975
+1,974
30
$573K 0.45%
4,230
+4,225
31
$573K 0.45%
6,642
+6,636
32
$558K 0.43%
+5,400
33
$541K 0.42%
2,619
+2,616
34
$496K 0.39%
1,796
+1,794
35
$496K 0.39%
4,356
+4,346
36
$465K 0.36%
+617
37
$421K 0.33%
2,279
+2,277
38
$418K 0.33%
2,594
+2,592
39
$410K 0.32%
17,930
+17,913
40
$389K 0.3%
+7,524
41
$373K 0.29%
1,763
+1,762
42
$347K 0.27%
977
+976
43
$337K 0.26%
1,784
+1,783
44
$334K 0.26%
2,744
+2,742
45
$308K 0.24%
2,862
+2,859
46
$302K 0.24%
5,738
+5,734
47
$301K 0.23%
1,240
+1,239
48
$294K 0.23%
1,136
+1,135
49
$294K 0.23%
4,922
+4,917
50
$281K 0.22%
2,209
+2,207
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