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
651
$40K 0.01%
+265
652
$40K 0.01%
+380
653
$40K 0.01%
+483
654
$40K 0.01%
+526
655
$40K 0.01%
+887
656
$39K 0.01%
+732
657
$39K 0.01%
+625
658
$39K 0.01%
+245
659
$39K 0.01%
+1,131
660
$39K 0.01%
+1,276
661
$39K 0.01%
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662
$39K 0.01%
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663
$38K 0.01%
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664
$38K 0.01%
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665
$38K 0.01%
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666
$37K 0.01%
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667
$37K 0.01%
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668
$37K 0.01%
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669
$37K 0.01%
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670
$37K 0.01%
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671
$37K 0.01%
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672
$37K 0.01%
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673
$36K 0.01%
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674
$36K 0.01%
+1,304
675
$36K 0.01%
+380
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