SB

Strategic Blueprint Portfolio holdings

AUM $2.04B
1-Year Est. Return 15.68%
This Quarter Est. Return
1 Year Est. Return
+15.68%
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
1376
$1K ﹤0.01%
+16
1377
$1K ﹤0.01%
+13
1378
$1K ﹤0.01%
+19
1379
$1K ﹤0.01%
+26
1380
$1K ﹤0.01%
+41
1381
$1K ﹤0.01%
+100
1382
$1K ﹤0.01%
+2
1383
$0 ﹤0.01%
+9
1384
$0 ﹤0.01%
+10
1385
$0 ﹤0.01%
+4
1386
$0 ﹤0.01%
+9
1387
$0 ﹤0.01%
+2
1388
$0 ﹤0.01%
+3
1389
$0 ﹤0.01%
+10
1390
$0 ﹤0.01%
+3
1391
-11,342
1392
0
1393
-32,100
1394
$0 ﹤0.01%
+1
1395
$0 ﹤0.01%
+1
1396
$0 ﹤0.01%
+10
1397
0
1398
$0 ﹤0.01%
+4
1399
0
1400
$0 ﹤0.01%
+5