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
551
$64K 0.01%
+247
552
$64K 0.01%
+367
553
$63K 0.01%
+763
554
$63K 0.01%
+1,789
555
$63K 0.01%
+1,219
556
$62K 0.01%
+2,200
557
$61K 0.01%
+894
558
$60K 0.01%
+171
559
$60K 0.01%
+1,342
560
$59K 0.01%
+418
561
$59K 0.01%
+2,000
562
$59K 0.01%
+1,551
563
$58K 0.01%
+1,214
564
$58K 0.01%
+1,125
565
$57K 0.01%
+2,060
566
$57K 0.01%
+146
567
$57K 0.01%
+3,511
568
$56K 0.01%
+611
569
$56K 0.01%
+840
570
$56K 0.01%
+2,112
571
$56K 0.01%
+5,727
572
$55K 0.01%
+73
573
$55K 0.01%
+2,452
574
$55K 0.01%
+526
575
$55K 0.01%
+1,110
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