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

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
1026
$6K ﹤0.01%
+45
1027
$6K ﹤0.01%
+58
1028
$6K ﹤0.01%
+33
1029
$6K ﹤0.01%
+100
1030
$6K ﹤0.01%
+99
1031
$6K ﹤0.01%
+102
1032
$6K ﹤0.01%
+204
1033
$6K ﹤0.01%
+94
1034
$6K ﹤0.01%
+151
1035
$6K ﹤0.01%
+58
1036
$6K ﹤0.01%
+150
1037
$6K ﹤0.01%
+381
1038
$6K ﹤0.01%
+145
1039
$6K ﹤0.01%
+29
1040
$6K ﹤0.01%
+36
1041
$6K ﹤0.01%
+15
1042
$6K ﹤0.01%
+27
1043
$6K ﹤0.01%
+51
1044
$6K ﹤0.01%
+72
1045
$6K ﹤0.01%
+661
1046
$5K ﹤0.01%
+98
1047
$5K ﹤0.01%
+279
1048
$5K ﹤0.01%
+59
1049
$5K ﹤0.01%
+36
1050
$5K ﹤0.01%
+105