SB

Strategic Blueprint Portfolio holdings

AUM $2.29B
1-Year Est. Return 17.49%
This Quarter Est. Return
1 Year Est. Return
+17.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$631M
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,433
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.65M
3
+$4.57M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$4.01M
5
AMD icon
Advanced Micro Devices
AMD
+$4M

Top Sells

1
+$3.6M
2
+$3.45M
3
+$3.37M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.12M
5
EBND icon
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
+$2.86M

Sector Composition

1 Technology 9.09%
2 Financials 5.72%
3 Consumer Discretionary 5.01%
4 Healthcare 4.24%
5 Industrials 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$177K 0.03%
+653
377
$177K 0.03%
+10,224
378
$177K 0.03%
+2,902
379
$177K 0.03%
+2,532
380
$175K 0.03%
+930
381
$174K 0.03%
+2,851
382
$172K 0.03%
+2,128
383
$170K 0.03%
+4,442
384
$167K 0.03%
+2,234
385
$166K 0.03%
+5,918
386
$164K 0.03%
+2,619
387
$164K 0.03%
+7,047
388
$164K 0.03%
+951
389
$164K 0.03%
+2,818
390
$162K 0.03%
+6,681
391
$161K 0.03%
+4,422
392
$161K 0.03%
+3,989
393
$161K 0.03%
+2,400
394
$160K 0.03%
+231
395
$160K 0.03%
+2,142
396
$158K 0.02%
+4,904
397
$157K 0.02%
+5,388
398
$157K 0.02%
+878
399
$156K 0.02%
+3,800
400
$155K 0.02%
+1,826
14 15
16
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