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
$256M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$15.1M
3
+$14M
4
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$5.46M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.93M

Top Sells

1
+$2.39M
2
+$1.67M
3
+$1.21M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$721K
5
AAPL icon
Apple
AAPL
+$466K

Sector Composition

1 Healthcare 8.14%
2 Consumer Staples 7.76%
3 Financials 5.23%
4 Technology 5.06%
5 Communication Services 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$27K 0.01%
560
+526
502
$27K 0.01%
+1,567
503
$27K 0.01%
+896
504
$27K 0.01%
337
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505
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202
506
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245
-3
507
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+589
508
$26K 0.01%
250
509
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+546
510
$26K 0.01%
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511
$26K 0.01%
4,927
512
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513
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213
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514
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+1,736
515
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516
$26K 0.01%
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517
$25K 0.01%
+433
518
$25K 0.01%
846
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519
$25K 0.01%
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520
$25K 0.01%
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521
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522
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503
523
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506
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524
$25K 0.01%
328
525
$24K 0.01%
962
+398
19 20
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