SB

Strategic Blueprint Portfolio holdings

AUM $2.04B
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$789M
AUM Growth
+$14.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1 +$5.46M
2 +$4.16M
3 +$3.44M
4
NEE icon
NextEra Energy
NEE
+$3.03M
5
MRK icon
Merck
MRK
+$2.43M

Sector Composition

1 Technology 6.39%
2 Healthcare 3.9%
3 Consumer Discretionary 3.71%
4 Financials 3.26%
5 Energy 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$286K 0.03%
5,208
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377
$285K 0.03%
11,050
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381
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382
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