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
$406M
AUM Growth
+$206M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$10M
3 +$7.32M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.96M
5
VUG icon
Vanguard Growth ETF
VUG
+$6.9M

Sector Composition

1 Technology 7.54%
2 Healthcare 3.45%
3 Consumer Discretionary 3.24%
4 Financials 2.79%
5 Real Estate 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$223K 0.05%
+3,801
177
$223K 0.05%
+1,559
178
$220K 0.05%
3,208
+1,323
179
$218K 0.05%
1,038
+314
180
$218K 0.05%
2,053
+757
181
$208K 0.05%
3,162
+429
182
$200K 0.05%
2,250
183
$193K 0.05%
+839
184
$192K 0.05%
80
+37
185
$190K 0.05%
3,228
+58
186
$185K 0.05%
+2,739
187
$185K 0.05%
1,708
+94
188
$178K 0.04%
1,547
+406
189
$177K 0.04%
2,953
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190
$176K 0.04%
684
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191
$174K 0.04%
6,875
+2,315
192
$171K 0.04%
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1,452
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194
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+5,498
195
$162K 0.04%
1,547
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196
$160K 0.04%
2,638
+260
197
$157K 0.04%
1,554
-102
198
$156K 0.04%
+1,807
199
$155K 0.04%
+2,167
200
$154K 0.04%
+737