BIP
Blueprint Investment Partners Portfolio holdings
AUM
$564M
1-Year Est. Return
15.06%
1 Year Est. Return
+15.06%
AUM
$548M
AUM Growth
-$82.6M
(-13%)
Holding
212
Top Buys
| 1 | +$37M | |
| 2 | +$15.3M | |
| 3 | +$15.2M | |
| 4 |
iShares US Treasury Bond ETF
GOVT
|
+$8.47M |
| 5 |
iShares Short-Term National Muni Bond ETF
SUB
|
+$7.47M |
Top Sells
| 1 | +$26.8M | |
| 2 | +$10.7M | |
| 3 | +$10.2M | |
| 4 |
Microsoft
MSFT
|
+$9.99M |
| 5 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$6.56M |
Sector Composition
| 1 | Technology | 8.05% |
| 2 | Financials | 4.58% |
| 3 | Consumer Discretionary | 2.08% |
| 4 | Energy | 1.93% |
| 5 | Consumer Staples | 1.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Vanguard Dividend Appreciation ETF
VIG
$97.9B
| – | – |
-3,553
|
|
||
202
Vanguard S&P 500 ETF
VOO
$757B
| – | – |
-1,851
|
|
||
203
Vanguard Total Stock Market ETF
VTI
$543B
| – | – |
-4,390
|
|
||
204
Vanguard High Dividend Yield ETF
VYM
$64.9B
| – | – |
-6,337
|
|
||
205
Petco
WOOF
$989M
| – | – |
-11,500
|
|
||
206
The Communication Services Select Sector SPDR Fund
XLC
$27.5B
| – | – |
-3,867
|
|
||
207
Industrial Select Sector SPDR Fund
XLI
$23.4B
| – | – |
-2,276
|
|
||
208
Technology Select Sector SPDR Fund
XLK
$93.7B
| – | – |
-6,440
|
|
||
209
Consumer Discretionary Select Sector SPDR Fund
XLY
$24B
| – | – |
-1,872
|
|
||
210
iShares International Select Dividend ETF
IDV
$5.92B
| – | – |
-8,872
|
|
||
211
iShares Core S&P Mid-Cap ETF
IJH
$99.1B
| – | – |
-11,626
|
|
||
212
iShares Core S&P Small-Cap ETF
IJR
$84.8B
| – | – |
-4,385
|
|