BIP
Blueprint Investment Partners Portfolio holdings
AUM
$564M
This Quarter Return
+5.02%
1 Year Return
+15.06%
3 Year Return
+69.93%
5 Year Return
+121.15%
10 Year Return
–
AUM
$551M
AUM Growth
+$551M
(+19%)
Cap. Flow
+$73.2M
Cap. Flow
% of AUM
13.27%
Top 10 Holdings %
Top 10 Hldgs %
55.51%
Holding
175
New
51
Increased
45
Reduced
64
Closed
11
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$16.9M |
| 2 |
ClearShares Ultra-Short Maturity ETF
OPER
|
$12.3M |
| 3 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$9.97M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
$4.32M |
| 5 |
Microsoft
MSFT
|
$3.31M |
Sector Composition
| 1 | Technology | 10.71% |
| 2 | Financials | 2.96% |
| 3 | Healthcare | 2.3% |
| 4 | Communication Services | 2.23% |
| 5 | Consumer Discretionary | 2.1% |
