We are live on ! Find out more
BIP

Blueprint Investment Partners Portfolio holdings

AUM $980M
1-Year Est. Return 27.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.19%
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
+$45.2M
2
+$42.3M
3
+$9.64M
4
OPER icon
ClearShares Ultra-Short Maturity ETF
OPER
+$8.77M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$6.92M

Top Sells

1
+$10.2M
2
+$9.48M
3
+$8.95M
4
AAPL icon
Apple
AAPL
+$8.78M
5
IAU icon
iShares Gold Trust
IAU
+$8.27M

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
in Stake 		Capital Flow
201
– –
-2,488
202
– –
-1,056
203
– –
-2,856
204
– –
-3,060
205
– –
-4,427
206
– –
-4,623
207
– –
-69,538
208
– –
-7,919
209
– –
-13,071
210
– –
-1,111
211
– –
-6,139
212
– –
-5,797
213
– –
-2,635
214
– –
-2,253
215
– –
-3,042
216
– –
-2,270
217
– –
-6,440
218
– –
-2,649
219
– –
-438
220
– –
-2,576
221
– –
-3,961
222
– –
-883
223
– –
-23,977
224
– –
-17,220
225
– –
-21,900
6 7 8
9
10