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
176
$101K 0.05%
+4,560
177
$100K 0.05%
+1,668
178
– –
-1,061
179
– –
-122,268
180
– –
-4,553
4 5 6 7
8