BTIS

BB&T Investment Services Portfolio holdings

AUM $595M
1-Year Est. Return 15.92%
This Quarter Est. Return
1 Year Est. Return
+15.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
820
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.22M
3
+$3.07M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.84M
5
MO icon
Altria Group
MO
+$2.71M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 10.16%
2 Healthcare 9.81%
3 Consumer Discretionary 6.58%
4 Financials 6.55%
5 Technology 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$11K 0.01%
+354
502
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+71
503
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+200
504
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+108
505
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+90
506
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+131
507
$11K 0.01%
+206
508
$10K 0.01%
+143
509
$10K 0.01%
+895
510
$10K 0.01%
+218
511
$10K 0.01%
+357
512
$10K 0.01%
+380
513
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+213
514
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+200
515
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+43
516
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+628
517
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518
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+213
519
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+170
520
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+348
521
$10K 0.01%
+72
522
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+488
523
$10K 0.01%
+375
524
$10K 0.01%
+395
525
$9K 0.01%
+520
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