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BIP

Blueprint Investment Partners Portfolio holdings

AUM $980M
1-Year Est. Return 27.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$5.94M
3
+$5.77M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.59M
5
OCIO icon
ClearShares OCIO ETF
OCIO
+$4.32M

Top Sells

1
+$4.76M
2
+$4.01M
3
+$3.45M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.92M
5
V icon
Visa
V
+$2.84M

Sector Composition

1 Technology 9.63%
2 Financials 2.2%
3 Consumer Discretionary 1.83%
4 Energy 1.53%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.76M 0.95%
228,387
+732
27
$6.69M 0.94%
91,972
+6,630
28
$6.08M 0.85%
73,243
-41,722
29
$6.01M 0.84%
59,927
+2,110
30
$5.91M 0.83%
58,948
+18,063
31
$5.79M 0.81%
18,346
+165
32
$5.77M 0.81%
30,964
+547
33
$5.27M 0.74%
205,051
+19,777
34
$5.27M 0.74%
80,712
+8,720
35
$5.13M 0.72%
15,548
+433
36
$5.12M 0.72%
194,577
+43,090
37
$5.01M 0.7%
11,276
-1,804
38
$4.93M 0.69%
90,923
+19,942
39
$4.76M 0.67%
+57,674
40
$4.7M 0.66%
14,318
+816
41
$4.64M 0.65%
31,858
+12,634
42
$4.42M 0.62%
+119,479
43
$4.34M 0.61%
17,870
+5,229
44
$4.32M 0.61%
204,023
+8,500
45
$3.93M 0.55%
15,449
+1,470
46
$3.6M 0.51%
+14,800
47
$3.54M 0.5%
12,562
+3,360
48
$3.47M 0.49%
16,369
+90
49
$3.33M 0.47%
23,762
+2,043
50
$3.28M 0.46%
35,900
+2,231
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