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
526
$62K ﹤0.01%
2,355
+183
527
$62K ﹤0.01%
1,640
+140
528
$62K ﹤0.01%
+4,000
529
$62K ﹤0.01%
3,500
-1,005
530
$61K ﹤0.01%
774
+474
531
$60K ﹤0.01%
+1,688
532
$59K ﹤0.01%
+850
533
$59K ﹤0.01%
901
534
$58K ﹤0.01%
2,068
-525
535
$58K ﹤0.01%
+1,865
536
$58K ﹤0.01%
1,465
537
$57K ﹤0.01%
1,061
-100
538
$57K ﹤0.01%
200
539
$57K ﹤0.01%
+7,030
540
$57K ﹤0.01%
748
+600
541
$56K ﹤0.01%
1,337
542
$56K ﹤0.01%
400
-582
543
$56K ﹤0.01%
152
544
$56K ﹤0.01%
1,150
+400
545
$56K ﹤0.01%
673
-185
546
$56K ﹤0.01%
406
+4
547
$54K ﹤0.01%
423
+252
548
$54K ﹤0.01%
675
+200
549
$54K ﹤0.01%
630
+200
550
$54K ﹤0.01%
923
+300
20 21
22
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