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
926
$11K ﹤0.01%
+130
927
$11K ﹤0.01%
+500
928
$11K ﹤0.01%
+200
929
$11K ﹤0.01%
+1,000
930
$11K ﹤0.01%
+200
931
$11K ﹤0.01%
+133
932
$11K ﹤0.01%
+150
933
$11K ﹤0.01%
+144
934
$11K ﹤0.01%
+634
935
$11K ﹤0.01%
+1,107
936
$10K ﹤0.01%
+500
937
$10K ﹤0.01%
+1,088
938
$10K ﹤0.01%
+7
939
$10K ﹤0.01%
+300
940
$10K ﹤0.01%
+225
941
$10K ﹤0.01%
+1,871
942
$10K ﹤0.01%
+212
943
$10K ﹤0.01%
+434
944
$10K ﹤0.01%
+76
945
$10K ﹤0.01%
+138
946
$10K ﹤0.01%
+80
947
$10K ﹤0.01%
+241
948
$10K ﹤0.01%
+97
949
$10K ﹤0.01%
+386
950
$10K ﹤0.01%
+191
36 37
38
39 40