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
1076
$5K ﹤0.01%
+28
1077
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+38
1078
$4K ﹤0.01%
+88
1079
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+39
1080
$4K ﹤0.01%
+1,061
1081
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+38
1082
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+25
1083
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+29
1084
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1085
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+27
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+21
1087
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+125
1088
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+14
1089
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+50
1090
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+130
1091
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+10
1092
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+165
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+68
1095
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+225
1096
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+74
1097
$4K ﹤0.01%
+61
1098
$4K ﹤0.01%
+200
1099
$4K ﹤0.01%
+75
1100
$4K ﹤0.01%
+89
42 43
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