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SB

Strategic Blueprint Portfolio holdings

AUM $1.72B
1-Year Est. Return 19.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.92%
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
+$4.78M
2
+$4.47M
3
+$4.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.91M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.73M

Top Sells

1
+$3.63M
2
+$3.38M
3
+$3.33M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.12M
5
EBND icon
State Street 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
926
$11K ﹤0.01%
+200
927
$11K ﹤0.01%
+45
928
$11K ﹤0.01%
+1,000
929
$11K ﹤0.01%
+200
930
$11K ﹤0.01%
+133
931
$11K ﹤0.01%
+150
932
$11K ﹤0.01%
+144
933
$11K ﹤0.01%
+634
934
$11K ﹤0.01%
+1,107
935
$11K ﹤0.01%
+24
936
$10K ﹤0.01%
+317
937
$10K ﹤0.01%
+7
938
$10K ﹤0.01%
+300
939
$10K ﹤0.01%
+225
940
$10K ﹤0.01%
+1,871
941
$10K ﹤0.01%
+212
942
$10K ﹤0.01%
+434
943
$10K ﹤0.01%
+76
944
$10K ﹤0.01%
+138
945
$10K ﹤0.01%
+80
946
$10K ﹤0.01%
+241
947
$10K ﹤0.01%
+97
948
$10K ﹤0.01%
+386
949
$10K ﹤0.01%
+191
950
$10K ﹤0.01%
+282
36 37
38
39 40