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
576
$55K 0.01%
+190
577
$54K 0.01%
+429
578
$54K 0.01%
+227
579
$54K 0.01%
+1,984
580
$54K 0.01%
+173
581
$54K 0.01%
+1,728
582
$53K 0.01%
+405
583
$53K 0.01%
+345
584
$53K 0.01%
+919
585
$53K 0.01%
+187
586
$53K 0.01%
+653
587
$52K 0.01%
+1,030
588
$52K 0.01%
+1,992
589
$52K 0.01%
+1,800
590
$52K 0.01%
+500
591
$52K 0.01%
+205
592
$51K 0.01%
+455
593
$51K 0.01%
+750
594
$51K 0.01%
+256
595
$51K 0.01%
+2,704
596
$51K 0.01%
+456
597
$50K 0.01%
+2,364
598
$50K 0.01%
+166
599
$50K 0.01%
+2,499
600
$50K 0.01%
+690
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