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
$200M
AUM Growth
+$75.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$8.17M
2
+$4.72M
3
+$3.91M
4
AAPL icon
Apple
AAPL
+$3.76M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$3.67M

Top Sells

1
+$6.04M
2
+$1.98M
3
+$1.95M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$1.46M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$694K

Sector Composition

1 Technology 9.46%
2 Financials 4.41%
3 Healthcare 4.17%
4 Communication Services 4.01%
5 Consumer Discretionary 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$401K 0.2%
2,544
+623
77
$401K 0.2%
931
+95
78
$396K 0.2%
3,080
+1,111
79
$389K 0.19%
+3,291
80
$379K 0.19%
+5,432
81
$375K 0.19%
+8,726
82
$365K 0.18%
8,571
-280
83
$362K 0.18%
+7,470
84
$358K 0.18%
+7,716
85
$349K 0.17%
+1,525
86
$347K 0.17%
+2,391
87
$346K 0.17%
+3,210
88
$331K 0.17%
16,226
-1,803
89
$330K 0.16%
+777
90
$326K 0.16%
+7,016
91
$324K 0.16%
+2,243
92
$324K 0.16%
+1,092
93
$322K 0.16%
+1,335
94
$320K 0.16%
2,586
+848
95
$298K 0.15%
552
+111
96
$297K 0.15%
+5,723
97
$296K 0.15%
2,228
+326
98
$286K 0.14%
20,184
+8,114
99
$281K 0.14%
+1,325
100
$280K 0.14%
+3,422
2 3
4
5 6