BIP
Blueprint Investment Partners Portfolio holdings
AUM
$564M
1-Year Return
15.06%
This Quarter Return
-2.64%
1 Year Return
+15.06%
3 Year Return
+69.93%
5 Year Return
+121.15%
10 Year Return
–
AUM
$389M
AUM Growth
-$18M
(-4.4%)
Cap. Flow
-$525K
Cap. Flow
% of AUM
-0.14%
Top 10 Holdings %
Top 10 Hldgs %
37.66%
Holding
270
New
30
Increased
93
Reduced
77
Closed
65
Top Buys
| 1 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$17.7M |
| 2 |
iShares Short Treasury Bond ETF
SHV
|
$13.3M |
| 3 |
ClearShares Ultra-Short Maturity ETF
OPER
|
$9.86M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$9.68M |
| 5 |
iShares Gold Trust
IAU
|
$9.12M |
Top Sells
Sector Composition
| 1 | Technology | 6.81% |
| 2 | Healthcare | 3.51% |
| 3 | Financials | 3.13% |
| 4 | Consumer Staples | 2.28% |
| 5 | Communication Services | 1.7% |
