BIP
Blueprint Investment Partners Portfolio holdings
AUM
$564M
This Quarter Return
-1.36%
1 Year Return
+15.06%
3 Year Return
+69.93%
5 Year Return
+121.15%
10 Year Return
–
AUM
$311M
AUM Growth
+$311M
(+12%)
Cap. Flow
+$39M
Cap. Flow
% of AUM
12.53%
Top 10 Holdings %
Top 10 Hldgs %
59.98%
Holding
162
New
19
Increased
38
Reduced
47
Closed
53
Top Buys
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.85M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.9M |
| 3 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$3.36M |
| 4 |
iShares Gold Trust
IAU
|
$3.02M |
| 5 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$2.55M |
Sector Composition
| 1 | Technology | 10.43% |
| 2 | Financials | 3.05% |
| 3 | Energy | 2.37% |
| 4 | Communication Services | 2.26% |
| 5 | Consumer Discretionary | 2.22% |
