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BIP

Blueprint Investment Partners Portfolio holdings

AUM $980M
1-Year Est. Return 27.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$712M
AUM Growth
+$148M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$8.6M
2
+$5.94M
3
+$5.77M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.59M
5
OCIO icon
ClearShares OCIO ETF
OCIO
+$4.32M

Top Sells

1
+$4.76M
2
+$4.01M
3
+$3.45M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.92M
5
V icon
Visa
V
+$2.84M

Sector Composition

1 Technology 9.63%
2 Financials 2.2%
3 Consumer Discretionary 1.83%
4 Energy 1.53%
5 Communication Services 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.16M 0.44%
84,961
+1,320
52
$3.08M 0.43%
30,611
+1,097
53
$2.88M 0.41%
124,676
-22,802
54
$2.85M 0.4%
26,720
+6,234
55
$2.81M 0.39%
+49,068
56
$2.79M 0.39%
55,035
+9
57
$2.68M 0.38%
14,154
+939
58
$2.57M 0.36%
+22,809
59
$2.44M 0.34%
39,375
60
$2.42M 0.34%
25,422
+345
61
$2.33M 0.33%
+12,586
62
$2.33M 0.33%
+16,880
63
$2.25M 0.32%
21,798
-18
64
$2.17M 0.31%
+46,422
65
$2.14M 0.3%
+48,826
66
$2.06M 0.29%
+59,349
67
$1.97M 0.28%
+36,907
68
$1.83M 0.26%
+20,984
69
$1.72M 0.24%
+37,069
70
$1.65M 0.23%
17,991
-31,890
71
$1.62M 0.23%
+16,155
72
$1.6M 0.22%
+40,425
73
$1.58M 0.22%
+51,464
74
$1.56M 0.22%
+14,095
75
$1.49M 0.21%
+31,151
1 2
3
4 5