SSB

Sandy Spring Bank Portfolio holdings

AUM $2.38B
1-Year Est. Return 8.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.89B
AUM Growth
+$151M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,186
New
Increased
Reduced
Closed

Top Buys

1
+$3.67M
2
+$3.06M
3
+$2.84M
4
CABO icon
Cable One
CABO
+$2.52M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.2M

Top Sells

1
+$2.96M
2
+$2.54M
3
+$2.5M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.34M
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$974K

Sector Composition

1 Technology 15.59%
2 Financials 10.5%
3 Healthcare 9.82%
4 Consumer Discretionary 7.56%
5 Communication Services 6.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$79K ﹤0.01%
551
+4
477
$79K ﹤0.01%
179
+100
478
$78K ﹤0.01%
315
479
$77K ﹤0.01%
509
480
$77K ﹤0.01%
719
-150
481
$77K ﹤0.01%
1,408
+400
482
$77K ﹤0.01%
940
483
$76K ﹤0.01%
1,500
484
$76K ﹤0.01%
5,000
485
$76K ﹤0.01%
+600
486
$75K ﹤0.01%
498
-75
487
$75K ﹤0.01%
184
+116
488
$75K ﹤0.01%
+1,000
489
$73K ﹤0.01%
350
490
$73K ﹤0.01%
+1,899
491
$73K ﹤0.01%
839
+31
492
$72K ﹤0.01%
675
493
$72K ﹤0.01%
+2,087
494
$71K ﹤0.01%
405
495
$71K ﹤0.01%
299
+8
496
$70K ﹤0.01%
+800
497
$70K ﹤0.01%
1,100
+63
498
$70K ﹤0.01%
860
499
$69K ﹤0.01%
639
+551
500
$69K ﹤0.01%
857
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