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
1151
$3K ﹤0.01%
+100
1152
$3K ﹤0.01%
+393
1153
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+56
1154
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+5
1155
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+71
1156
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+101
1157
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+74
1158
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+12
1159
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+33
1160
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+19
1161
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+100
1162
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+100
1163
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+60
1164
$3K ﹤0.01%
+17
1165
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+48
1166
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+47
1167
$3K ﹤0.01%
+297
1168
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+35
1169
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+71
1170
$3K ﹤0.01%
+9
1171
$3K ﹤0.01%
+200
1172
$3K ﹤0.01%
+15
1173
$3K ﹤0.01%
+15
1174
$3K ﹤0.01%
+103
1175
$3K ﹤0.01%
+16
45 46
47
48 49