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
$371M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$42.3M
3
+$9.62M
4
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$8.77M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.91M

Top Sells

1
+$9.47M
2
+$8.6M
3
+$8.21M
4
IAU icon
iShares Gold Trust
IAU
+$7.97M
5
AAPL icon
Apple
AAPL
+$7.93M

Sector Composition

1 Healthcare 3.89%
2 Consumer Staples 2.21%
3 Energy 1.32%
4 Technology 0.99%
5 Financials 0.97%
Name Market Value Portfolio Weight Shares or Principal Change
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