SB
Strategic Blueprint Portfolio holdings
AUM
$2.04B
1-Year Return
15.68%
This Quarter Return
-10.85%
1 Year Return
+15.68%
3 Year Return
+62.42%
5 Year Return
+96.92%
10 Year Return
–
AUM
$68.9M
AUM Growth
–
Cap. Flow
+$68.9M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
54.65%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$6.5M |
| 2 |
Amazon
AMZN
|
$4.72M |
| 3 |
Sherwin-Williams
SHW
|
$4.22M |
| 4 |
Apple
AAPL
|
$4.21M |
| 5 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$3.69M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 22.43% |
| 2 | Technology | 13.91% |
| 3 | Consumer Discretionary | 10.05% |
| 4 | Healthcare | 6.55% |
| 5 | Materials | 6.52% |
