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
401
$154K 0.02%
+1,400
402
$153K 0.02%
+3,308
403
$153K 0.02%
+1,748
404
$152K 0.02%
+399
405
$150K 0.02%
+1,930
406
$150K 0.02%
+750
407
$147K 0.02%
+2,658
408
$146K 0.02%
+1,983
409
$145K 0.02%
+4,097
410
$144K 0.02%
+1,360
411
$144K 0.02%
+2,200
412
$143K 0.02%
+1,609
413
$142K 0.02%
+5,400
414
$141K 0.02%
+1,953
415
$140K 0.02%
+160
416
$140K 0.02%
+1,453
417
$139K 0.02%
+227
418
$139K 0.02%
+1,066
419
$139K 0.02%
+2,478
420
$138K 0.02%
+1,702
421
$137K 0.02%
+2,258
422
$137K 0.02%
+2,414
423
$137K 0.02%
+2,037
424
$134K 0.02%
+3,814
425
$134K 0.02%
+9,857
15 16
17
18 19