BTIS

BB&T Investment Services Portfolio holdings

AUM $595M
1-Year Est. Return 15.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.91%
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
+$9.82M
2
+$5.29M
3
+$3.02M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.84M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.62M

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%
+368
502
$11K 0.01%
+354
503
$11K 0.01%
+200
504
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+108
505
$11K 0.01%
+90
506
$11K 0.01%
+131
507
$11K 0.01%
+206
508
$10K 0.01%
+375
509
$10K 0.01%
+395
510
$10K 0.01%
+895
511
$10K 0.01%
+218
512
$10K 0.01%
+357
513
$10K 0.01%
+380
514
$10K 0.01%
+213
515
$10K 0.01%
+200
516
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+43
517
$10K 0.01%
+628
518
$10K 0.01%
+59
519
$10K 0.01%
+143
520
$10K 0.01%
+213
521
$10K 0.01%
+170
522
$10K 0.01%
+348
523
$10K 0.01%
+72
524
$10K 0.01%
+488
525
$9K 0.01%
+355
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