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 6.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$5K ﹤0.01%
+100
602
$5K ﹤0.01%
+67
603
$5K ﹤0.01%
+32
604
$5K ﹤0.01%
+525
605
$4K ﹤0.01%
+24
606
$4K ﹤0.01%
+87
607
$4K ﹤0.01%
+82
608
$4K ﹤0.01%
+94
609
$4K ﹤0.01%
+191
610
$4K ﹤0.01%
+91
611
$4K ﹤0.01%
+125
612
$4K ﹤0.01%
+154
613
$4K ﹤0.01%
+45
614
$4K ﹤0.01%
+239
615
$4K ﹤0.01%
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616
$4K ﹤0.01%
+155
617
$4K ﹤0.01%
+43
618
$4K ﹤0.01%
+99
619
$4K ﹤0.01%
+32
620
$4K ﹤0.01%
+93
621
$4K ﹤0.01%
+70
622
$4K ﹤0.01%
+59
623
$4K ﹤0.01%
+20
624
$4K ﹤0.01%
+42
625
$4K ﹤0.01%
+82
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