BTIS

BB&T Investment Services Portfolio holdings

AUM $595M
1-Year Est. Return 15.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.91%
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
+$9.82M
2
+$5.29M
3
+$3.02M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.84M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$2.62M

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 6.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$1K ﹤0.01%
+37
752
$1K ﹤0.01%
+15
753
$1K ﹤0.01%
+6
754
$1K ﹤0.01%
+28
755
$1K ﹤0.01%
+12
756
$1K ﹤0.01%
+29
757
$1K ﹤0.01%
+46
758
$1K ﹤0.01%
+49
759
$1K ﹤0.01%
+25
760
$1K ﹤0.01%
+64
761
$1K ﹤0.01%
+25
762
$1K ﹤0.01%
+14
763
$1K ﹤0.01%
+10
764
$1K ﹤0.01%
+25
765
$1K ﹤0.01%
+20
766
$1K ﹤0.01%
+20
767
$1K ﹤0.01%
+20
768
$1K ﹤0.01%
+12
769
$1K ﹤0.01%
+20
770
$1K ﹤0.01%
+26
771
$1K ﹤0.01%
+1
772
$1K ﹤0.01%
+16
773
$1K ﹤0.01%
+8
774
$1K ﹤0.01%
+14
775
$1K ﹤0.01%
+100
29 30
31
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