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
701
$31K ﹤0.01%
+152
702
$31K ﹤0.01%
+462
703
$31K ﹤0.01%
+66
704
$31K ﹤0.01%
+1,069
705
$30K ﹤0.01%
+248
706
$30K ﹤0.01%
+975
707
$30K ﹤0.01%
+220
708
$30K ﹤0.01%
+903
709
$30K ﹤0.01%
+790
710
$29K ﹤0.01%
+416
711
$29K ﹤0.01%
+420
712
$29K ﹤0.01%
+500
713
$29K ﹤0.01%
+491
714
$29K ﹤0.01%
+1,166
715
$29K ﹤0.01%
+629
716
$28K ﹤0.01%
+347
717
$28K ﹤0.01%
+1,536
718
$28K ﹤0.01%
1,347
-61,682
719
$28K ﹤0.01%
+1,030
720
$28K ﹤0.01%
+244
721
$28K ﹤0.01%
+760
722
$28K ﹤0.01%
+255
723
$28K ﹤0.01%
+1,296
724
$28K ﹤0.01%
+174
725
$27K ﹤0.01%
+399
27 28
29
30 31