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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
101
$707K 0.1%
+25,481
102
$665K 0.09%
+23,410
103
$621K 0.09%
+24,245
104
$620K 0.09%
+14,756
105
$599K 0.08%
+14,295
106
$576K 0.08%
+12,331
107
$550K 0.08%
+32,068
108
$545K 0.08%
+23,303
109
$544K 0.08%
+20,200
110
$544K 0.08%
+10,821
111
$543K 0.08%
+19,407
112
$538K 0.08%
+23,300
113
$490K 0.07%
+13,163
114
$486K 0.07%
+21,382
115
$413K 0.06%
+11,500
116
$361K 0.05%
+5,000
117
$360K 0.05%
+11,657
118
$343K 0.05%
+10,230
119
$310K 0.04%
+16,296
120
$221K 0.03%
+11,208
121
$214K 0.03%
+10,418
122
– –
-7,549
123
– –
-6,448
124
– –
-7,993
125
– –
-4,435
1 2 3 4
5