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
$506M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$9.85M
3
+$8.27M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$8.17M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$6.42M

Top Sells

1
+$7.93M
2
+$6.94M
3
+$6.86M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$5.97M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$5.1M

Sector Composition

1 Technology 9.4%
2 Financials 3.4%
3 Communication Services 2.9%
4 Consumer Discretionary 1.91%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$483K 0.1%
1,699
-437
77
$475K 0.09%
11,238
+168
78
$474K 0.09%
10,935
-2,554
79
$468K 0.09%
+2,671
80
$459K 0.09%
1,252
+177
81
$453K 0.09%
3,231
-388
82
$448K 0.09%
1,942
-254
83
$446K 0.09%
7,690
+1,564
84
$440K 0.09%
1,933
-77
85
$439K 0.09%
1,786
+434
86
$429K 0.08%
9,107
-10,884
87
$428K 0.08%
421
-100
88
$427K 0.08%
1,232
-623
89
$419K 0.08%
2,472
+246
90
$418K 0.08%
869
+171
91
$399K 0.08%
1,415
-16
92
$397K 0.08%
3,162
+304
93
$395K 0.08%
+1,580
94
$377K 0.07%
4,724
+2,088
95
$373K 0.07%
8,435
-3,040
96
$370K 0.07%
5,796
+1,333
97
$366K 0.07%
+3,755
98
$359K 0.07%
2,270
+619
99
$359K 0.07%
1,747
+442
100
$353K 0.07%
4,083
-85
2 3
4
5 6