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
626
$46K 0.01%
+4,700
627
$46K 0.01%
+1,804
628
$45K 0.01%
+183
629
$45K 0.01%
+783
630
$45K 0.01%
+900
631
$44K 0.01%
+504
632
$44K 0.01%
+514
633
$44K 0.01%
+383
634
$44K 0.01%
+263
635
$44K 0.01%
370
-20,279
636
$43K 0.01%
+177
637
$43K 0.01%
+711
638
$43K 0.01%
+460
639
$43K 0.01%
+1,614
640
$42K 0.01%
+667
641
$42K 0.01%
+2,149
642
$42K 0.01%
+1,500
643
$42K 0.01%
+1,600
644
$42K 0.01%
+213
645
$42K 0.01%
+1,200
646
$42K 0.01%
+1,050
647
$41K 0.01%
+1,300
648
$41K 0.01%
+1,232
649
$40K 0.01%
+356
650
$40K 0.01%
+1,722
24 25
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