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
826
$17K ﹤0.01%
+68
827
$17K ﹤0.01%
+186
828
$17K ﹤0.01%
+100
829
$17K ﹤0.01%
+1,202
830
$17K ﹤0.01%
+217
831
$17K ﹤0.01%
+529
832
$17K ﹤0.01%
+475
833
$17K ﹤0.01%
+212
834
$17K ﹤0.01%
+126
835
$17K ﹤0.01%
+515
836
$17K ﹤0.01%
+48
837
$17K ﹤0.01%
+179
838
$17K ﹤0.01%
+536
839
$16K ﹤0.01%
+758
840
$16K ﹤0.01%
+82
841
$16K ﹤0.01%
+238
842
$16K ﹤0.01%
+197
843
$16K ﹤0.01%
+191
844
$16K ﹤0.01%
+556
845
$16K ﹤0.01%
+541
846
$16K ﹤0.01%
+210
847
$16K ﹤0.01%
+194
848
$16K ﹤0.01%
+366
849
$16K ﹤0.01%
+560
850
$16K ﹤0.01%
+357
32 33
34
35 36