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SB
Strategic Blueprint Portfolio holdings
AUM
$1.72B
1-Year Est. Return
19.92%
This Fund
S&P 500
1 Year Est. Return
+19.92%
AUM
$2.04B
AUM Growth
+$203M
(+11%)
Holding
744
Top Buys
| 1 | +$8.1M | |
| 2 | +$7.54M | |
| 3 | +$7.41M | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$6.24M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$5.2M |
Top Sells
| 1 | +$9.64M | |
| 2 | +$6.38M | |
| 3 | +$6.34M | |
| 4 |
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
|
+$4.44M |
| 5 |
FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
|
+$4.18M |
Sector Composition
| 1 | Technology | 7.08% |
| 2 | Financials | 3.44% |
| 3 | Industrials | 2.09% |
| 4 | Consumer Discretionary | 1.88% |
| 5 | Consumer Staples | 1.85% |