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
576
$6K ﹤0.01%
+114
577
$6K ﹤0.01%
+120
578
$6K ﹤0.01%
+130
579
$6K ﹤0.01%
+66
580
$6K ﹤0.01%
+88
581
$6K ﹤0.01%
+62
582
$6K ﹤0.01%
+182
583
$6K ﹤0.01%
+97
584
$6K ﹤0.01%
+2,780
585
$6K ﹤0.01%
+100
586
$6K ﹤0.01%
+130
587
$5K ﹤0.01%
+100
588
$5K ﹤0.01%
+67
589
$5K ﹤0.01%
+32
590
$5K ﹤0.01%
+525
591
$5K ﹤0.01%
+445
592
$5K ﹤0.01%
+101
593
$5K ﹤0.01%
+26
594
$5K ﹤0.01%
+90
595
$5K ﹤0.01%
+282
596
$5K ﹤0.01%
+232
597
$5K ﹤0.01%
+122
598
$5K ﹤0.01%
+54
599
$5K ﹤0.01%
+118
600
$5K ﹤0.01%
+91
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