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
51
$281K 0.22%
1,260
+1,257
52
$280K 0.22%
+4,379
53
$270K 0.21%
+1,057
54
$270K 0.21%
+4,983
55
$266K 0.21%
+1,720
56
$262K 0.2%
+1,053
57
$255K 0.2%
+2,004
58
$247K 0.19%
1,156
+1,155
59
$233K 0.18%
17,440
+17,400
60
$228K 0.18%
+1,197
61
$218K 0.17%
+941
62
$217K 0.17%
2,250
+2,248
63
$212K 0.17%
+2,011
64
$210K 0.16%
+1,944
65
$203K 0.16%
1,437
+1,435
66
$170K 0.13%
+10,781
67
$153K 0.12%
+12,502
68
– –
-1
69
– –
-1
70
– –
-9
1 2
3