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
1226
$2K ﹤0.01%
+621
1227
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+74
1228
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1231
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+10
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1233
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+3
1234
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+10
1235
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1236
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+100
1237
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+100
1239
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1240
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1241
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+106
1242
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+170
1243
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+23
1246
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+22
1247
$1K ﹤0.01%
+35
1248
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+66
1249
$1K ﹤0.01%
+99
1250
$1K ﹤0.01%
+17