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
651
$3K ﹤0.01%
+40
652
$3K ﹤0.01%
+59
653
$3K ﹤0.01%
+83
654
$3K ﹤0.01%
+77
655
$3K ﹤0.01%
+280
656
$3K ﹤0.01%
+52
657
$3K ﹤0.01%
+45
658
$3K ﹤0.01%
+218
659
$3K ﹤0.01%
+92
660
$3K ﹤0.01%
+127
661
$3K ﹤0.01%
+200
662
$3K ﹤0.01%
+8
663
$3K ﹤0.01%
+41
664
$3K ﹤0.01%
+288
665
$3K ﹤0.01%
+115
666
$3K ﹤0.01%
+31
667
$3K ﹤0.01%
+71
668
$3K ﹤0.01%
+178
669
$3K ﹤0.01%
+46
670
$3K ﹤0.01%
+85
671
$3K ﹤0.01%
+35
672
$3K ﹤0.01%
+214
673
$3K ﹤0.01%
+273
674
$3K ﹤0.01%
+67
675
$3K ﹤0.01%
+104
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