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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
76
$1.4M 0.2%
+41,031
77
$1.36M 0.19%
+39,258
78
$1.32M 0.19%
+25,679
79
$1.23M 0.17%
+20,951
80
$1.17M 0.16%
+24,558
81
$1.13M 0.16%
+22,606
82
$1.1M 0.15%
+12,300
83
$1.1M 0.15%
+23,700
84
$1.04M 0.15%
+23,742
85
$1.02M 0.14%
+43,936
86
$1M 0.14%
+31,444
87
$997K 0.14%
+20,685
88
$990K 0.14%
+35,063
89
$941K 0.13%
+13,757
90
$926K 0.13%
+20,843
91
$895K 0.13%
+33,668
92
$854K 0.12%
+10,183
93
$843K 0.12%
+15,650
94
$834K 0.12%
+30,557
95
$820K 0.12%
+23,143
96
$820K 0.12%
+30,030
97
$802K 0.11%
+19,305
98
$788K 0.11%
+15,318
99
$745K 0.1%
+34,600
100
$712K 0.1%
+24,456
1 2 3
4
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