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
701
$2K ﹤0.01%
+25
702
$2K ﹤0.01%
+120
703
$2K ﹤0.01%
+28
704
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+39
705
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+100
706
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+11
707
$2K ﹤0.01%
+115
708
$2K ﹤0.01%
+33
709
$2K ﹤0.01%
+106
710
$2K ﹤0.01%
+27
711
$2K ﹤0.01%
+21
712
$2K ﹤0.01%
+17
713
$2K ﹤0.01%
+25
714
$2K ﹤0.01%
+25
715
$2K ﹤0.01%
+145
716
$2K ﹤0.01%
+15
717
$2K ﹤0.01%
+50
718
$2K ﹤0.01%
+47
719
$2K ﹤0.01%
+71
720
$2K ﹤0.01%
+136
721
$2K ﹤0.01%
+58
722
$2K ﹤0.01%
+117
723
$2K ﹤0.01%
+97
724
$2K ﹤0.01%
+32
725
$2K ﹤0.01%
+72
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