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BTS
BB&T Securities Portfolio holdings
AUM
$10.9B
1-Year Est. Return
5.31%
This Fund
S&P 500
This Quarter
Est. Return
+1.59%
1 Year Est. Return
+5.31%
3 Year Est. Return
+33.1%
5 Year Est. Return
+46.67%
10 Year Est. Return
–
AUM
$10.9B
AUM Growth
-$50.3M
(-0.46%)
Cap. Flow
-$172M
Cap. Flow
% of AUM
-1.58%
Top 10 Holdings %
Top 10 Hldgs %
10.53%
Holding
1,718
New
96
Increased
765
Reduced
692
Closed
105
Top Buys
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$26.2M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
+$22.9M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$22.8M |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$18.6M |
| 5 |
Invesco Taxable Municipal Bond ETF
BAB
|
+$18.5M |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$40.5M |
| 2 |
First Trust Dow 30 Equal Weight ETF
EDOW
|
+$24.7M |
| 3 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$24.5M |
| 4 |
Kimberly-Clark
KMB
|
+$20.1M |
| 5 |
Microsoft
MSFT
|
+$19.2M |
Sector Composition
| 1 | Healthcare | 10.09% |
| 2 | Financials | 9.57% |
| 3 | Technology | 8.13% |
| 4 | Industrials | 6.66% |
| 5 | Consumer Discretionary | 5.52% |
Similar funds
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MCIM
FIM
GHCM
EP
FCM
NA
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