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
526
$24K 0.01%
594
+394
527
$24K 0.01%
+690
528
$24K 0.01%
563
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529
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249
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530
$24K 0.01%
358
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531
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487
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532
$24K 0.01%
263
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533
$23K 0.01%
+537
534
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535
$23K 0.01%
193
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536
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1,140
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537
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511
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538
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539
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414
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541
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503
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542
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543
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850
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$22K 0.01%
450
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$21K 0.01%
200
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550
$21K 0.01%
408
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