BTI

Blue Trust Inc Portfolio holdings

AUM $8.85B
1-Year Est. Return 15.46%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.1B
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,760
New
Increased
Reduced
Closed

Top Sells

1 +$45.4M
2 +$45.3M
3 +$27.4M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$20.2M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$16.7M

Sector Composition

1 Technology 1.48%
2 Healthcare 1.43%
3 Financials 1.36%
4 Consumer Staples 1.07%
5 Energy 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$4K ﹤0.01%
+243
1827
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46
1828
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84
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1830
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35
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1831
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1833
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90
1834
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1835
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1836
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1837
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1840
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1841
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1845
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1846
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1847
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1848
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30
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1849
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1850
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+90