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
501
$90K 0.01%
+1,074
502
$89K 0.01%
+927
503
$89K 0.01%
+474
504
$89K 0.01%
+181
505
$89K 0.01%
+1,625
506
$89K 0.01%
+1,034
507
$89K 0.01%
+4,570
508
$88K 0.01%
+2,100
509
$88K 0.01%
+2,722
510
$87K 0.01%
+2,182
511
$87K 0.01%
+861
512
$87K 0.01%
+1,577
513
$85K 0.01%
+524
514
$85K 0.01%
+1,915
515
$85K 0.01%
+5,957
516
$84K 0.01%
+2,955
517
$84K 0.01%
+306
518
$84K 0.01%
+5,351
519
$82K 0.01%
+3,228
520
$81K 0.01%
+2,902
521
$81K 0.01%
+1,755
522
$80K 0.01%
+1,772
523
$80K 0.01%
+8,800
524
$79K 0.01%
+1,400
525
$79K 0.01%
+960
19 20
21
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