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
$200M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$4.72M
3
+$3.91M
4
AAPL icon
Apple
AAPL
+$3.76M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$3.67M

Top Sells

1
+$6.04M
2
+$1.98M
3
+$1.95M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.46M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$694K

Sector Composition

1 Technology 9.46%
2 Financials 4.41%
3 Healthcare 4.17%
4 Communication Services 4.01%
5 Consumer Discretionary 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.62M 0.81%
11,562
+3,328
27
$1.6M 0.8%
2,806
+1,105
28
$1.5M 0.75%
5,793
+4,197
29
$1.46M 0.73%
54,974
+5,551
30
$1.41M 0.71%
45,184
-1,976
31
$1.36M 0.68%
4,158
+2,200
32
$1.18M 0.59%
+5,407
33
$1.17M 0.58%
56,430
+30,310
34
$1.1M 0.55%
38,710
-2,352
35
$982K 0.49%
34,171
+4,423
36
$947K 0.47%
2,961
+1,260
37
$922K 0.46%
30,260
-4,468
38
$912K 0.46%
3,341
+2,444
39
$888K 0.44%
+5,423
40
$879K 0.44%
5,845
+3,237
41
$878K 0.44%
3,941
+2,412
42
$875K 0.44%
16,069
+8,761
43
$863K 0.43%
5,104
+3,540
44
$783K 0.39%
+14,208
45
$777K 0.39%
+2,928
46
$767K 0.38%
2,828
+1,736
47
$758K 0.38%
1,316
+751
48
$746K 0.37%
+5,947
49
$743K 0.37%
+4,602
50
$730K 0.36%
3,797
+2,117
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