BIP

Blueprint Investment Partners Portfolio holdings

AUM $935M
1-Year Est. Return 24.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.08%
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
+$815K
2
+$583K
3
+$542K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$483K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$474K

Top Sells

1
+$5.01M
2
+$1.99M
3
+$1.91M
4
IAU icon
iShares Gold Trust
IAU
+$1.7M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$1.07M

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
76
– –
-1,944
77
– –
-1,053
78
– –
-52,226
79
– –
-4,379
1 2 3
4