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
$816M
AUM Growth
-$67.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,045
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$3.7M
3
+$2.16M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.76M
5
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.75M

Top Sells

1
+$2.52M
2
+$2.21M
3
+$1.88M
4
COKE icon
Coca-Cola Consolidated
COKE
+$1.56M
5
AMLP icon
Alerian MLP ETF
AMLP
+$1.47M

Sector Composition

1 Healthcare 11.75%
2 Technology 10.75%
3 Industrials 7.19%
4 Financials 7.09%
5 Consumer Staples 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$25K ﹤0.01%
300
527
$25K ﹤0.01%
285
-19
528
$25K ﹤0.01%
4,465
529
$24K ﹤0.01%
1,180
-150
530
$24K ﹤0.01%
19
-7
531
$24K ﹤0.01%
690
-140
532
$24K ﹤0.01%
751
533
$24K ﹤0.01%
+125
534
$23K ﹤0.01%
590
535
$23K ﹤0.01%
342
+82
536
$23K ﹤0.01%
278
-80
537
$23K ﹤0.01%
1,792
+1,692
538
$23K ﹤0.01%
298
+198
539
$23K ﹤0.01%
2,800
540
$23K ﹤0.01%
+850
541
$23K ﹤0.01%
227
542
$23K ﹤0.01%
+200
543
$22K ﹤0.01%
317
544
$22K ﹤0.01%
803
545
$22K ﹤0.01%
1,000
546
$22K ﹤0.01%
2,206
547
$22K ﹤0.01%
344
548
$22K ﹤0.01%
650
-1,650
549
$22K ﹤0.01%
464
550
$22K ﹤0.01%
250
20 21
22
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