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
$363M
AUM Growth
+$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$24.3M
2 +$13.2M
3 +$10.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$7.13M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.86M

Top Sells

1 +$31.4M
2 +$24.1M
3 +$14.3M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$4.54M
5
SPIP icon
SPDR Portfolio TIPS ETF
SPIP
+$3.22M

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
-633