BIP
Blueprint Investment Partners Portfolio holdings
AUM
$564M
This Quarter Return
+9.47%
1 Year Return
+15.06%
3 Year Return
+69.93%
5 Year Return
+121.15%
10 Year Return
–
AUM
$564M
AUM Growth
+$564M
(+3%)
Cap. Flow
-$15.6M
Cap. Flow
% of AUM
-2.76%
Top 10 Holdings %
Top 10 Hldgs %
55.33%
Holding
118
New
22
Increased
18
Reduced
21
Closed
57
Top Buys
Top Sells
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$28.1M |
| 2 |
iShares US Treasury Bond ETF
GOVT
|
$15.7M |
| 3 |
iShares Core US REIT ETF
USRT
|
$10.3M |
| 4 |
iShares Short Treasury Bond ETF
SHV
|
$9.17M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$8.96M |
Sector Composition
| 1 | Technology | 9.38% |
| 2 | Financials | 2.6% |
| 3 | Consumer Discretionary | 2.12% |
| 4 | Energy | 1.38% |
| 5 | Communication Services | 1.24% |
