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
876
$14K ﹤0.01%
+85
877
$14K ﹤0.01%
+500
878
$14K ﹤0.01%
+234
879
$14K ﹤0.01%
+925
880
$14K ﹤0.01%
+460
881
$14K ﹤0.01%
+200
882
$14K ﹤0.01%
+56
883
$14K ﹤0.01%
+49
884
$14K ﹤0.01%
+200
885
$13K ﹤0.01%
+268
886
$13K ﹤0.01%
+152
887
$13K ﹤0.01%
+139
888
$13K ﹤0.01%
+386
889
$13K ﹤0.01%
+738
890
$13K ﹤0.01%
+408
891
$13K ﹤0.01%
+112
892
$13K ﹤0.01%
+100
893
$13K ﹤0.01%
+580
894
$13K ﹤0.01%
+252
895
$12K ﹤0.01%
+132
896
$12K ﹤0.01%
+300
897
$12K ﹤0.01%
+747
898
$12K ﹤0.01%
+26
899
$12K ﹤0.01%
+227
900
$12K ﹤0.01%
+36
34 35
36
37 38