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
$406M
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$10M
3 +$7.32M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.96M
5
VUG icon
Vanguard Growth ETF
VUG
+$6.9M

Sector Composition

1 Technology 7.54%
2 Healthcare 3.45%
3 Consumer Discretionary 3.24%
4 Financials 2.79%
5 Real Estate 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$498K 0.12%
1,707
+778
127
$495K 0.12%
2,706
+887
128
$489K 0.12%
+3,798
129
$483K 0.12%
2,058
+1,099
130
$479K 0.12%
1,022
+245
131
$464K 0.11%
1,193
+370
132
$464K 0.11%
12,858
+5,101
133
$457K 0.11%
5,242
+2,493
134
$443K 0.11%
7,625
+1,902
135
$415K 0.1%
3,550
+1,607
136
$405K 0.1%
629
+77
137
$382K 0.09%
+738
138
$381K 0.09%
7,908
+192
139
$374K 0.09%
1,534
+273
140
$373K 0.09%
1,512
+913
141
$369K 0.09%
3,083
+1,483
142
$368K 0.09%
1,820
+822
143
$367K 0.09%
4,277
+971
144
$360K 0.09%
8,066
-505
145
$357K 0.09%
933
+399
146
$353K 0.09%
1,396
+260
147
$344K 0.08%
21,800
+9,562
148
$340K 0.08%
1,467
-58
149
$333K 0.08%
5,026
+2,718
150
$332K 0.08%
17,874
+1,648