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
$125M
AUM Growth
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$822K
2
+$602K
3
+$540K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$484K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$477K

Top Sells

1
+$5.13M
2
+$2.04M
3
+$1.89M
4
IAU icon
iShares Gold Trust
IAU
+$1.7M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.09M

Sector Composition

1 Technology 5.44%
2 Communication Services 2.52%
3 Financials 2.12%
4 Consumer Staples 1.43%
5 Industrials 1.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$858K 0.69%
1,701
+232
27
$737K 0.59%
2,120
-156
28
$624K 0.5%
1,958
-17
29
$602K 0.48%
+14,569
30
$581K 0.46%
4,640
-760
31
$523K 0.42%
26,120
+8,680
32
$522K 0.42%
2,344
-275
33
$515K 0.41%
4,466
+110
34
$501K 0.4%
1,701
-95
35
$484K 0.39%
+4,553
36
$441K 0.35%
504
-113
37
$433K 0.35%
4,739
-11,522
38
$398K 0.32%
+8,420
39
$392K 0.31%
18,029
+99
40
$389K 0.31%
+8,851
41
$387K 0.31%
7,308
-216
42
$386K 0.31%
2,608
+1,171
43
$385K 0.31%
2,315
-279
44
$379K 0.3%
+2,293
45
$362K 0.29%
1,596
+336
46
$359K 0.29%
+836
47
$358K 0.29%
1,529
-234
48
$333K 0.27%
1,142
-98
49
$331K 0.26%
+565
50
$328K 0.26%
899
-78
1
2
3 4