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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
1301
$1K ﹤0.01%
+8
1302
$1K ﹤0.01%
+16
1303
$1K ﹤0.01%
+18
1304
$1K ﹤0.01%
+123
1305
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+14
1306
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1307
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+8
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$1K ﹤0.01%
+6
1309
$1K ﹤0.01%
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1310
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+10
1311
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+7
1312
$1K ﹤0.01%
+20
1313
$1K ﹤0.01%
+9
1314
$1K ﹤0.01%
+23
1315
$1K ﹤0.01%
+22
1316
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+35
1317
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+66
1318
$1K ﹤0.01%
+17
1319
$1K ﹤0.01%
+27
1320
$1K ﹤0.01%
+70
1321
$1K ﹤0.01%
+23
1322
$1K ﹤0.01%
+19
1323
$1K ﹤0.01%
+20
1324
$1K ﹤0.01%
+29
1325
$1K ﹤0.01%
+4
51 52
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