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
626
$4K ﹤0.01%
+62
627
$4K ﹤0.01%
+59
628
$4K ﹤0.01%
+84
629
$4K ﹤0.01%
+97
630
$4K ﹤0.01%
+100
631
$4K ﹤0.01%
+39
632
$4K ﹤0.01%
+94
633
$4K ﹤0.01%
+25
634
$4K ﹤0.01%
+56
635
$4K ﹤0.01%
+25
636
$4K ﹤0.01%
+43
637
$4K ﹤0.01%
+196
638
$4K ﹤0.01%
+52
639
$4K ﹤0.01%
+182
640
$4K ﹤0.01%
+173
641
$4K ﹤0.01%
+116
642
$3K ﹤0.01%
+48
643
$3K ﹤0.01%
+55
644
$3K ﹤0.01%
+228
645
$3K ﹤0.01%
+54
646
$3K ﹤0.01%
+65
647
$3K ﹤0.01%
+177
648
$3K ﹤0.01%
+51
649
$3K ﹤0.01%
+46
650
$3K ﹤0.01%
+33
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