BIP

Blueprint Investment Partners Portfolio holdings

AUM $712M
1-Year Est. Return 18.1%
This Quarter Est. Return
1 Year Est. Return
+18.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$472M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.87M
3
+$9.54M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$7.32M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.68M

Top Sells

1
+$28.4M
2
+$12M
3
+$11.2M
4
TSLA icon
Tesla
TSLA
+$3.47M
5
IAU icon
iShares Gold Trust
IAU
+$3.03M

Sector Composition

1 Healthcare 4.93%
2 Financials 4.22%
3 Energy 3.56%
4 Consumer Staples 3.18%
5 Technology 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$512K 0.11%
6,504
+2,662
127
$511K 0.11%
+4,804
128
$504K 0.11%
+7,685
129
$492K 0.1%
15,174
+2,508
130
$464K 0.1%
+3,964
131
$447K 0.09%
+8,494
132
$443K 0.09%
10,434
+2,494
133
$441K 0.09%
8,246
+3,421
134
$431K 0.09%
+3,895
135
$428K 0.09%
+6,508
136
$426K 0.09%
3,044
-125
137
$420K 0.09%
6,767
+563
138
$407K 0.09%
+10,355
139
$407K 0.09%
11,655
+1,335
140
$406K 0.09%
+2,417
141
$405K 0.09%
+7,749
142
$404K 0.09%
7,103
+1,169
143
$396K 0.08%
+13,420
144
$389K 0.08%
3,274
+1,009
145
$386K 0.08%
+7,800
146
$385K 0.08%
+1,124
147
$384K 0.08%
16,216
-7,356
148
$371K 0.08%
1,495
+241
149
$370K 0.08%
10,003
+2,331
150
$359K 0.08%
+1,523
4 5
6
7 8