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
126
$206K 0.1%
+2,522
127
$203K 0.1%
+3,170
128
$202K 0.1%
+534
129
$202K 0.1%
+2,586
130
$200K 0.1%
+1,969
131
$200K 0.1%
959
-54
132
$199K 0.1%
+1,316
133
$198K 0.1%
+319
134
$194K 0.1%
+3,088
135
$181K 0.09%
+947
136
$178K 0.09%
+1,227
137
$177K 0.09%
+2,087
138
$174K 0.09%
12,238
+1,611
139
$174K 0.09%
+488
140
$172K 0.09%
+1,600
141
$172K 0.09%
+998
142
$170K 0.08%
+1,614
143
$169K 0.08%
+123
144
$167K 0.08%
+3,660
145
$166K 0.08%
+990
146
$161K 0.08%
+503
147
$160K 0.08%
+658
148
$158K 0.08%
+4,125
149
$158K 0.08%
+3,119
150
$156K 0.08%
+1,656
4 5
6
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