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
1001
$7K ﹤0.01%
+51
1002
$7K ﹤0.01%
+76
1003
$7K ﹤0.01%
+217
1004
$7K ﹤0.01%
+135
1005
$7K ﹤0.01%
+192
1006
$7K ﹤0.01%
+210
1007
$7K ﹤0.01%
+100
1008
$7K ﹤0.01%
+531
1009
$7K ﹤0.01%
+334
1010
$7K ﹤0.01%
+46
1011
$7K ﹤0.01%
+148
1012
$7K ﹤0.01%
+72
1013
$7K ﹤0.01%
+500
1014
$7K ﹤0.01%
+100
1015
$7K ﹤0.01%
+104
1016
$6K ﹤0.01%
+100
1017
$6K ﹤0.01%
+129
1018
$6K ﹤0.01%
+40
1019
$6K ﹤0.01%
+26
1020
$6K ﹤0.01%
+704
1021
$6K ﹤0.01%
+255
1022
$6K ﹤0.01%
+43
1023
$6K ﹤0.01%
+238
1024
$6K ﹤0.01%
+25
1025
$6K ﹤0.01%
+145
39 40
41
42 43