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
526
$9K 0.01%
+520
527
$9K 0.01%
+300
528
$9K 0.01%
+607
529
$9K 0.01%
+580
530
$9K 0.01%
+167
531
$9K 0.01%
+449
532
$9K 0.01%
+140
533
$9K 0.01%
+247
534
$9K 0.01%
+86
535
$9K 0.01%
+75
536
$9K 0.01%
+164
537
$9K 0.01%
+52
538
$9K 0.01%
+185
539
$9K 0.01%
+137
540
$8K 0.01%
+116
541
$8K 0.01%
+86
542
$8K 0.01%
+158
543
$8K 0.01%
+200
544
$8K 0.01%
+136
545
$8K 0.01%
+134
546
$8K 0.01%
+331
547
$8K 0.01%
+622
548
$8K 0.01%
+433
549
$7K 0.01%
+48
550
$7K 0.01%
+128
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