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
$860M
AUM Growth
+$68.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
553
New
Increased
Reduced
Closed

Top Buys

1
+$16.2M
2
+$8.73M
3
+$6.93M
4
PANW icon
Palo Alto Networks
PANW
+$6.09M
5
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$5.85M

Top Sells

1
+$6.75M
2
+$6.07M
3
+$4.45M
4
AMT icon
American Tower
AMT
+$4.37M
5
DG icon
Dollar General
DG
+$3.5M

Sector Composition

1 Technology 8.44%
2 Financials 4.8%
3 Consumer Discretionary 4.31%
4 Energy 2.93%
5 Healthcare 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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