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
$363M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$24.3M
2
+$13.2M
3
+$10.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.13M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.86M

Top Sells

1
+$31.4M
2
+$24.1M
3
+$14.3M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.54M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$3.22M

Sector Composition

1 Technology 12.9%
2 Financials 3.46%
3 Communication Services 3.44%
4 Consumer Discretionary 2.88%
5 Healthcare 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$293K 0.08%
+3,242
102
$288K 0.08%
+2,480
103
$287K 0.08%
+2,611
104
$278K 0.08%
+1,287
105
$274K 0.08%
+1,305
106
$272K 0.07%
+3,410
107
$271K 0.07%
4,463
+462
108
$263K 0.07%
1,080
-1,889
109
$261K 0.07%
+2,795
110
$259K 0.07%
+1,121
111
$259K 0.07%
1,651
-4,626
112
$259K 0.07%
5,118
-17,809
113
$254K 0.07%
1,192
+52
114
$244K 0.07%
+2,250
115
$243K 0.07%
1,231
-37
116
$242K 0.07%
1,417
-927
117
$238K 0.07%
+5,930
118
$238K 0.07%
3,522
119
$234K 0.06%
+2,156
120
$233K 0.06%
+1,436
121
$232K 0.06%
+4,448
122
$230K 0.06%
+2,370
123
$229K 0.06%
+432
124
$222K 0.06%
7,518
-176
125
$219K 0.06%
+568
3 4
5
6 7