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
51
$688K 0.34%
4,109
+1,816
52
$675K 0.34%
2,594
+1,452
53
$613K 0.31%
+1,569
54
$609K 0.3%
+771
55
$603K 0.3%
5,253
+787
56
$585K 0.29%
697
+193
57
$574K 0.29%
2,829
+1,777
58
$570K 0.28%
+5,857
59
$566K 0.28%
12,262
+3,842
60
$564K 0.28%
+1,236
61
$551K 0.28%
10,494
+5,010
62
$541K 0.27%
+1,845
63
$538K 0.27%
+12,674
64
$535K 0.27%
9,568
+4,972
65
$519K 0.26%
2,338
-6
66
$515K 0.26%
1,482
+583
67
$508K 0.25%
3,466
+1,151
68
$489K 0.24%
3,226
+973
69
$471K 0.24%
+633
70
$459K 0.23%
+2,648
71
$458K 0.23%
6,729
+2,133
72
$446K 0.22%
+731
73
$431K 0.22%
6,353
+2,916
74
$429K 0.21%
3,605
+1,214
75
$417K 0.21%
+3,211
1 2
3
4 5