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
$506M
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.4%
2 Financials 3.4%
3 Communication Services 2.9%
4 Consumer Discretionary 1.91%
5 Healthcare 1.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$223K 0.04%
1,698
-552
127
$211K 0.04%
1,020
-416
128
$204K 0.04%
+1,797
129
$200K 0.04%
1,551
-313
130
$162K 0.03%
+12,219
131
$119K 0.02%
4,037
+30
132
-1,287
133
-773
134
-2,480
135
-2,370
136
-5,930
137
-447
138
-2,387
139
-1,072
140
-4,872
141
-1,417
142
-2,156
143
-2,066
144
-25,678
145
-45,400
146
-175,744
147
-11,234
148
-1,328
149
-1,231