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
801
$0 ﹤0.01%
+2
802
$0 ﹤0.01%
+30
803
$0 ﹤0.01%
+4
804
$0 ﹤0.01%
+2
805
$0 ﹤0.01%
+3
806
$0 ﹤0.01%
+43
807
$0 ﹤0.01%
+2
808
– –
0
809
$0 ﹤0.01%
+3
810
$0 ﹤0.01%
+54
811
$0 ﹤0.01%
+64
812
$0 ﹤0.01%
+2
813
$0 ﹤0.01%
+16
814
$0 ﹤0.01%
+1
815
$0 ﹤0.01%
+4
816
$0 ﹤0.01%
+3
817
$0 ﹤0.01%
+3
818
$0 ﹤0.01%
+20
819
$0 ﹤0.01%
+21
820
$0 ﹤0.01%
+4
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