BIP
Blueprint Investment Partners Portfolio holdings
AUM
$564M
This Quarter Return
-1.94%
1 Year Return
+15.06%
3 Year Return
+69.93%
5 Year Return
+121.15%
10 Year Return
–
AUM
$548M
AUM Growth
+$548M
(-13%)
Cap. Flow
-$57.8M
Cap. Flow
% of AUM
-10.56%
Top 10 Holdings %
Top 10 Hldgs %
50.96%
Holding
212
New
14
Increased
31
Reduced
49
Closed
116
Top Buys
Top Sells
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$26.8M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$10.7M |
| 3 |
ClearShares Ultra-Short Maturity ETF
OPER
|
$10.2M |
| 4 |
Microsoft
MSFT
|
$9.99M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$6.56M |
Sector Composition
| 1 | Technology | 8.05% |
| 2 | Financials | 4.58% |
| 3 | Consumer Discretionary | 2.08% |
| 4 | Energy | 1.93% |
| 5 | Consumer Staples | 1.51% |
