BTIS
BB&T Investment Services Portfolio holdings
AUM
$595M
1-Year Return
15.92%
This Quarter Return
+4.59%
1 Year Return
+15.92%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$595M
AUM Growth
+$93.8M
(+19%)
Cap. Flow
+$74.4M
Cap. Flow
% of AUM
12.49%
Top 10 Holdings %
Top 10 Hldgs %
29.37%
Holding
1,532
New
224
Increased
693
Reduced
174
Closed
68
Top Buys
| 1 |
iShares S&P 500 Value ETF
IVE
|
+$5.45M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
+$3.8M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$3.43M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$2.89M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$2.67M |
Top Sells
Sector Composition
| 1 | Healthcare | 7.42% |
| 2 | Consumer Staples | 6.43% |
| 3 | Financials | 6.17% |
| 4 | Technology | 5.02% |
| 5 | Industrials | 4.86% |
