We are live on ! Find out more
SB

Strategic Blueprint Portfolio holdings

AUM $1.72B
1-Year Est. Return 19.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.92%
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
+$4.78M
2
+$4.47M
3
+$4.28M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$3.91M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$3.73M

Top Sells

1
+$3.63M
2
+$3.38M
3
+$3.33M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$3.12M
5
EBND icon
State Street 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
1176
$3K ﹤0.01%
+5
1177
$3K ﹤0.01%
+71
1178
$3K ﹤0.01%
+101
1179
$3K ﹤0.01%
+74
1180
$3K ﹤0.01%
+12
1181
$3K ﹤0.01%
+33
1182
$3K ﹤0.01%
+19
1183
$2K ﹤0.01%
+19
1184
$2K ﹤0.01%
+88
1185
$2K ﹤0.01%
+17
1186
$2K ﹤0.01%
+31
1187
$2K ﹤0.01%
+130
1188
$2K ﹤0.01%
+44
1189
$2K ﹤0.01%
+2
1190
$2K ﹤0.01%
+51
1191
$2K ﹤0.01%
+46
1192
$2K ﹤0.01%
+53
1193
$2K ﹤0.01%
+37
1194
$2K ﹤0.01%
+81
1195
$2K ﹤0.01%
+25
1196
$2K ﹤0.01%
+57
1197
$2K ﹤0.01%
+10
1198
$2K ﹤0.01%
+3
1199
$2K ﹤0.01%
+5
1200
$2K ﹤0.01%
+41
46 47
48
49 50