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
526
$78K 0.01%
+727
527
$78K 0.01%
+1,185
528
$76K 0.01%
+2,025
529
$76K 0.01%
+405
530
$76K 0.01%
+4,478
531
$76K 0.01%
+1,339
532
$75K 0.01%
+1,566
533
$75K 0.01%
+594
534
$73K 0.01%
+2,777
535
$72K 0.01%
+697
536
$72K 0.01%
+1,237
537
$72K 0.01%
+480
538
$71K 0.01%
+3,880
539
$71K 0.01%
+3,622
540
$70K 0.01%
+1,367
541
$69K 0.01%
+1,296
542
$69K 0.01%
+804
543
$68K 0.01%
+1,304
544
$67K 0.01%
+480
545
$66K 0.01%
+2,471
546
$66K 0.01%
+248
547
$65K 0.01%
+820
548
$65K 0.01%
+6,401
549
$64K 0.01%
+309
550
$64K 0.01%
+176
20 21
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