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
$256M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,158
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$15.1M
3
+$14M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$5.46M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.93M

Top Sells

1
+$2.39M
2
+$1.67M
3
+$1.21M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$721K
5
AAPL icon
Apple
AAPL
+$466K

Sector Composition

1 Healthcare 8.14%
2 Consumer Staples 7.76%
3 Financials 5.23%
4 Technology 5.05%
5 Communication Services 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
$3K ﹤0.01%
200
902
$3K ﹤0.01%
288
903
$3K ﹤0.01%
+107
904
$3K ﹤0.01%
+72
905
$3K ﹤0.01%
65
+18
906
$3K ﹤0.01%
+18
907
$3K ﹤0.01%
+166
908
$3K ﹤0.01%
180
-816
909
$3K ﹤0.01%
104
910
$3K ﹤0.01%
200
911
$3K ﹤0.01%
50
912
$2K ﹤0.01%
65
-10
913
$2K ﹤0.01%
81
914
$2K ﹤0.01%
+44
915
$2K ﹤0.01%
+45
916
$2K ﹤0.01%
+41
917
$2K ﹤0.01%
+47
918
$2K ﹤0.01%
59
919
$2K ﹤0.01%
32
920
$2K ﹤0.01%
+188
921
$2K ﹤0.01%
103
922
$2K ﹤0.01%
+44
923
$2K ﹤0.01%
67
924
$2K ﹤0.01%
29
925
$2K ﹤0.01%
+45
35 36
37
38 39