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

Top Buys

1
+$17.5M
2
+$14.9M
3
+$13.6M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$5.44M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$4.92M

Top Sells

1
+$2.39M
2
+$1.65M
3
+$1.2M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$721K
5
AAPL icon
Apple
AAPL
+$428K

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
951
$2K ﹤0.01%
+51
952
$2K ﹤0.01%
55
-3
953
$2K ﹤0.01%
+54
954
$2K ﹤0.01%
97
955
$2K ﹤0.01%
+295
956
$2K ﹤0.01%
+33
957
$2K ﹤0.01%
+49
958
$2K ﹤0.01%
+45
959
$2K ﹤0.01%
100
960
$1K ﹤0.01%
+22
961
$1K ﹤0.01%
+40
962
$1K ﹤0.01%
+14
963
$1K ﹤0.01%
+98
964
$1K ﹤0.01%
8
965
$1K ﹤0.01%
+8
966
$1K ﹤0.01%
+80
967
$1K ﹤0.01%
+7
968
$1K ﹤0.01%
+18
969
$1K ﹤0.01%
+15
970
$1K ﹤0.01%
+8
971
$1K ﹤0.01%
+23
972
$1K ﹤0.01%
5
-16
973
$1K ﹤0.01%
+4
974
$1K ﹤0.01%
+30
975
$1K ﹤0.01%
80
+17
37 38
39
40 41