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
551
$7K 0.01%
+102
552
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+104
553
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+266
554
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+100
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557
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558
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559
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+128
560
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561
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562
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563
$7K 0.01%
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$6K ﹤0.01%
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566
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567
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568
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569
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570
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571
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+2,780
572
$6K ﹤0.01%
+95
573
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+53
574
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+70
575
$6K ﹤0.01%
+208