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
$472M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.87M
3
+$9.54M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$7.32M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.68M

Top Sells

1
+$28.4M
2
+$12M
3
+$11.2M
4
TSLA icon
Tesla
TSLA
+$3.47M
5
IAU icon
iShares Gold Trust
IAU
+$3.03M

Sector Composition

1 Healthcare 4.93%
2 Financials 4.22%
3 Energy 3.56%
4 Consumer Staples 3.18%
5 Technology 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.16M 0.88%
11,841
+6
27
$4.09M 0.87%
19,210
-2,185
28
$3.8M 0.8%
+95,187
29
$3.74M 0.79%
+83,098
30
$3.56M 0.75%
71,920
+13,163
31
$3.46M 0.73%
6,527
+471
32
$3.36M 0.71%
19,035
+17,694
33
$3.06M 0.65%
92,803
+21,080
34
$3M 0.64%
22,370
+20,508
35
$2.98M 0.63%
161,518
36
$2.9M 0.61%
52,892
37
$2.89M 0.61%
15,979
+5,519
38
$2.85M 0.6%
37,925
-383
39
$2.85M 0.6%
190,644
+2,178
40
$2.81M 0.6%
27,438
41
$2.77M 0.59%
25,136
+1,429
42
$2.65M 0.56%
36,818
43
$2.58M 0.55%
113,729
+37,231
44
$2.38M 0.5%
+48,495
45
$2.37M 0.5%
13,185
+2,455
46
$2.36M 0.5%
6,449
+457
47
$2.24M 0.47%
87,064
+202
48
$2.13M 0.45%
15,144
+13,075
49
$2.1M 0.45%
+14,877
50
$2M 0.42%
18,020
+1,027
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2
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