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
$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
151
$351K 0.07%
+10,026
152
$331K 0.07%
+1,239
153
$330K 0.07%
+1,997
154
$328K 0.07%
1,586
-334
155
$328K 0.07%
+2,218
156
$323K 0.07%
+3,635
157
$317K 0.07%
8,570
158
$316K 0.07%
+3,168
159
$313K 0.07%
2,467
+1,407
160
$309K 0.07%
+566
161
$296K 0.06%
+3,082
162
$290K 0.06%
+2,964
163
$284K 0.06%
1,154
+645
164
$283K 0.06%
11,500
165
$281K 0.06%
+2,068
166
$279K 0.06%
+2,315
167
$277K 0.06%
+41,460
168
$275K 0.06%
+1,359
169
$274K 0.06%
1,651
+906
170
$271K 0.06%
1,424
-10
171
$270K 0.06%
3,726
+594
172
$269K 0.06%
+1,717
173
$262K 0.06%
3,115
-17,786
174
$257K 0.05%
+10,268
175
$256K 0.05%
+16,058
5 6
7
8 9