BIP

Blueprint Investment Partners Portfolio holdings

AUM $935M
1-Year Est. Return 24.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$22.7M
2 +$11.9M
3 +$10.2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.8M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.68M

Sector Composition

1 Technology 12.9%
2 Financials 3.46%
3 Communication Services 3.44%
4 Consumer Discretionary 2.88%
5 Healthcare 2.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-1,498