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
$472M
AUM Growth
+$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
260
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$9.87M
3
+$9.54M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$7.32M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$5.68M

Top Sells

1
+$28.4M
2
+$12M
3
+$11.2M
4
TSLA icon
Tesla
TSLA
+$3.47M
5
IAU icon
iShares Gold Trust
IAU
+$3.03M

Sector Composition

1 Healthcare 4.93%
2 Financials 4.22%
3 Energy 3.56%
4 Consumer Staples 3.18%
5 Technology 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$229K 0.05%
7,349
+2,700
202
$228K 0.05%
+2,211
203
$224K 0.05%
+3,914
204
$222K 0.05%
10,277
+583
205
$218K 0.05%
+1,063
206
$218K 0.05%
+1,595
207
$217K 0.05%
+2,889
208
$217K 0.05%
+3,349
209
$216K 0.05%
+3,078
210
$216K 0.05%
+1,213
211
$216K 0.05%
+1,616
212
$215K 0.05%
+2,531
213
$213K 0.05%
+3,226
214
$213K 0.05%
+2,263
215
$212K 0.05%
+13,925
216
$204K 0.04%
+852
217
$203K 0.04%
+3,206
218
$202K 0.04%
+7,734
219
$201K 0.04%
6,728
+2,116
220
$201K 0.04%
+5,785
221
$201K 0.04%
+4,918
222
$191K 0.04%
11,929
+3,120
223
$189K 0.04%
+13,371
224
$165K 0.03%
+28,188
225
$158K 0.03%
+4,007
7 8
9
10 11