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
151
$153K 0.08%
+839
152
$153K 0.08%
+2,580
153
$151K 0.08%
+208
154
$145K 0.07%
+1,368
155
$144K 0.07%
1,677
-1,391
156
$143K 0.07%
+2,378
157
$138K 0.07%
+1,350
158
$137K 0.07%
+481
159
$134K 0.07%
+2,308
160
$134K 0.07%
+724
161
$131K 0.07%
+2,733
162
$129K 0.06%
+1,296
163
$125K 0.06%
+1,285
164
$124K 0.06%
+1,141
165
$124K 0.06%
+2,338
166
$122K 0.06%
+555
167
$121K 0.06%
+748
168
$120K 0.06%
+599
169
$117K 0.06%
+1,885
170
$116K 0.06%
+3,479
171
$115K 0.06%
+1,932
172
$113K 0.06%
+760
173
$105K 0.05%
+821
174
$104K 0.05%
+2,352
175
$102K 0.05%
+43
4 5 6
7
8