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
601
$50K 0.01%
+2,444
602
$50K 0.01%
+489
603
$50K 0.01%
+1,725
604
$50K 0.01%
+2,080
605
$50K 0.01%
+384
606
$49K 0.01%
+1,595
607
$49K 0.01%
+2,300
608
$49K 0.01%
+1,000
609
$48K 0.01%
+1,392
610
$48K 0.01%
+790
611
$48K 0.01%
+2,695
612
$48K 0.01%
+561
613
$48K 0.01%
+310
614
$48K 0.01%
+504
615
$47K 0.01%
+424
616
$47K 0.01%
+806
617
$47K 0.01%
+2,133
618
$47K 0.01%
+358
619
$46K 0.01%
+551
620
$46K 0.01%
+195
621
$46K 0.01%
+1,000
622
$46K 0.01%
+1,663
623
$46K 0.01%
+761
624
$46K 0.01%
+323
625
$46K 0.01%
+3,278
23 24
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