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
776
$22K ﹤0.01%
+260
777
$22K ﹤0.01%
+33
778
$22K ﹤0.01%
+208
779
$22K ﹤0.01%
+1,263
780
$22K ﹤0.01%
+1,511
781
$22K ﹤0.01%
+1,000
782
$21K ﹤0.01%
827
-13,390
783
$21K ﹤0.01%
+102
784
$21K ﹤0.01%
+293
785
$21K ﹤0.01%
+781
786
$21K ﹤0.01%
+394
787
$21K ﹤0.01%
+533
788
$21K ﹤0.01%
+622
789
$21K ﹤0.01%
+230
790
$21K ﹤0.01%
+710
791
$21K ﹤0.01%
+355
792
$21K ﹤0.01%
+2,108
793
$20K ﹤0.01%
+403
794
$20K ﹤0.01%
+250
795
$20K ﹤0.01%
+533
796
$20K ﹤0.01%
+144
797
$20K ﹤0.01%
+486
798
$20K ﹤0.01%
+637
799
$20K ﹤0.01%
+650
800
$20K ﹤0.01%
+712
30 31
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