SB
Strategic Blueprint Portfolio holdings
AUM $1.83B
This Quarter Return
-1.98%
1 Year Return
+8.51%
3 Year Return
+28.87%
5 Year Return
+113.47%
10 Year Return
–
AUM
$1.83B
AUM Growth
+$153M (+9%)
Cap. Flow
+$203M
Cap. Flow % of AUM
11.08%
Top 10 Holdings %Top 10 Hldgs %
22.29%
Holding
717
New
68
Increased
327
Reduced
246
Closed
53
Top Buys
1 | $17.7M | |
2 | $15.2M | |
3 | $10.9M | |
4 | $8.08M | |
5 | $6.74M |
Top Sells
1 | $6.37M | |
2 | $5.52M | |
3 | $3.44M | |
4 | $2.83M | |
5 | $2.53M |
Sector Composition
1 | Technology | 6.78% |
2 | Financials | 3.82% |
3 | Consumer Discretionary | 2.22% |
4 | Consumer Staples | 1.92% |
5 | Healthcare | 1.91% |