BTI

Blue Trust Inc Portfolio holdings

AUM $8.91B
1-Year Est. Return 11.2%
This Quarter Est. Return
1 Year Est. Return
+11.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.3B
AUM Growth
+$209M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,685
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$47.8M
3
+$34.4M
4
VUSB icon
Vanguard Ultra-Short Bond ETF
VUSB
+$15.7M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$13.7M

Top Sells

1
+$30.4M
2
+$27M
3
+$20.1M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$14.4M
5
IAU icon
iShares Gold Trust
IAU
+$13.3M

Sector Composition

1 Technology 1.05%
2 Healthcare 1.05%
3 Consumer Staples 1.02%
4 Financials 0.77%
5 Industrials 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$18K ﹤0.01%
164
-299
1077
$18K ﹤0.01%
773
-7,706
1078
$18K ﹤0.01%
1,010
-121
1079
$18K ﹤0.01%
3,211
-9,138
1080
$18K ﹤0.01%
363
-1,424
1081
$18K ﹤0.01%
320
1082
$18K ﹤0.01%
832
-935
1083
$18K ﹤0.01%
516
-5
1084
$18K ﹤0.01%
1,065
1085
$18K ﹤0.01%
212
-3,924
1086
$18K ﹤0.01%
306
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1087
$18K ﹤0.01%
379
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1088
$18K ﹤0.01%
721
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1089
$18K ﹤0.01%
996
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1090
$18K ﹤0.01%
498
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1091
$18K ﹤0.01%
156
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1092
$18K ﹤0.01%
1,075
-7,266
1093
$18K ﹤0.01%
406
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1094
$18K ﹤0.01%
277
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1095
$18K ﹤0.01%
284
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1096
$18K ﹤0.01%
104
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1097
$18K ﹤0.01%
13
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1098
$18K ﹤0.01%
1,698
-18,466
1099
$18K ﹤0.01%
1,285
1100
$18K ﹤0.01%
139
-12
42 43
44
45 46