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
51
$1.98M 0.42%
31,135
+11,086
52
$1.98M 0.42%
20,904
+5,600
53
$1.96M 0.42%
+9,438
54
$1.93M 0.41%
49,633
-1,383
55
$1.91M 0.4%
49,082
+6
56
$1.89M 0.4%
32,752
57
$1.89M 0.4%
+5,970
58
$1.85M 0.39%
38,842
-5,876
59
$1.84M 0.39%
24,492
60
$1.79M 0.38%
11,090
+4,997
61
$1.78M 0.38%
7,471
+5,397
62
$1.76M 0.37%
6,673
+2,570
63
$1.75M 0.37%
7,318
+6,347
64
$1.61M 0.34%
10,612
+9,286
65
$1.58M 0.34%
38,626
+28,226
66
$1.58M 0.33%
32,580
-190
67
$1.49M 0.32%
11,500
-86,351
68
$1.47M 0.31%
+4,222
69
$1.4M 0.3%
5,330
+2,482
70
$1.29M 0.27%
6,485
+4,189
71
$1.23M 0.26%
47,516
+410
72
$1.23M 0.26%
25,989
+19,656
73
$1.17M 0.25%
80,200
+55,090
74
$1.14M 0.24%
6,531
+2,843
75
$1.1M 0.23%
+3,387
1 2
3
4 5