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
51
$323K 0.26%
1,680
-104
52
$317K 0.25%
2,253
-491
53
$315K 0.25%
4,596
-326
54
$303K 0.24%
2,391
-471
55
$297K 0.24%
5,484
-254
56
$292K 0.23%
1,700
-20
57
$284K 0.23%
1,921
-288
58
$280K 0.22%
+1,969
59
$275K 0.22%
1,564
-715
60
$267K 0.21%
+1,092
61
$267K 0.21%
1,902
-102
62
$264K 0.21%
3,068
-3,574
63
$262K 0.21%
4,596
-387
64
$259K 0.21%
1,061
-75
65
$249K 0.2%
897
-160
66
$247K 0.2%
+6,034
67
$227K 0.18%
2,250
68
$216K 0.17%
+441
69
$209K 0.17%
+3,437
70
$209K 0.17%
1,013
-143
71
$208K 0.17%
1,738
-273
72
$204K 0.16%
1,052
-145
73
$203K 0.16%
932
-9
74
$179K 0.14%
12,070
-432
75
$155K 0.12%
10,627
-154
1 2
3
4