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
851
$15K ﹤0.01%
+528
852
$15K ﹤0.01%
+1,018
853
$15K ﹤0.01%
+100
854
$15K ﹤0.01%
+3,000
855
$15K ﹤0.01%
+440
856
$15K ﹤0.01%
+219
857
$15K ﹤0.01%
+500
858
$15K ﹤0.01%
+500
859
$15K ﹤0.01%
+280
860
$15K ﹤0.01%
+1,090
861
$15K ﹤0.01%
+434
862
$15K ﹤0.01%
+112
863
$15K ﹤0.01%
+250
864
$15K ﹤0.01%
+120
865
$15K ﹤0.01%
+782
866
$15K ﹤0.01%
+603
867
$14K ﹤0.01%
+137
868
$14K ﹤0.01%
+468
869
$14K ﹤0.01%
+300
870
$14K ﹤0.01%
+190
871
$14K ﹤0.01%
+268
872
$14K ﹤0.01%
+2,445
873
$14K ﹤0.01%
+451
874
$14K ﹤0.01%
+222
875
$14K ﹤0.01%
+30
33 34
35
36 37