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
101
$274K 0.14%
+2,188
102
$272K 0.14%
+823
103
$272K 0.14%
+3,306
104
$271K 0.14%
+602
105
$269K 0.13%
+4,576
106
$266K 0.13%
+1,151
107
$260K 0.13%
+7,757
108
$260K 0.13%
6,034
109
$255K 0.13%
+3,242
110
$254K 0.13%
+3,622
111
$252K 0.13%
+1,136
112
$251K 0.13%
+929
113
$250K 0.12%
+2,903
114
$245K 0.12%
+1,261
115
$243K 0.12%
+4,105
116
$242K 0.12%
+1,233
117
$240K 0.12%
1,250
+318
118
$240K 0.12%
+2,749
119
$237K 0.12%
+2,497
120
$236K 0.12%
+4,926
121
$235K 0.12%
+1,819
122
$227K 0.11%
+2,804
123
$216K 0.11%
2,250
124
$214K 0.11%
+1,943
125
$213K 0.11%
+1,879
3 4
5
6 7