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
$548M
AUM Growth
-$82.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Sells

1 +$26.8M
2 +$10.7M
3 +$10.2M
4
MSFT icon
Microsoft
MSFT
+$9.99M
5
BIL icon
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%