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
$125M
AUM Growth
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$822K
2 +$602K
3 +$540K
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$484K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$477K

Top Sells

1 +$5.13M
2 +$2.04M
3 +$1.89M
4
IAU icon
iShares Gold Trust
IAU
+$1.7M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.09M

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