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
651
$35K ﹤0.01%
400
652
$35K ﹤0.01%
259
653
$35K ﹤0.01%
3,414
+80
654
$35K ﹤0.01%
770
+220
655
$35K ﹤0.01%
257
656
$35K ﹤0.01%
200
657
$34K ﹤0.01%
950
658
$34K ﹤0.01%
1,300
+800
659
$34K ﹤0.01%
62
+50
660
$34K ﹤0.01%
565
+10
661
$33K ﹤0.01%
651
662
$33K ﹤0.01%
130
-15
663
$33K ﹤0.01%
+329
664
$33K ﹤0.01%
8,526
-144
665
$33K ﹤0.01%
136
+58
666
$33K ﹤0.01%
2,000
-600
667
$33K ﹤0.01%
603
+303
668
$33K ﹤0.01%
477
-875
669
$32K ﹤0.01%
400
-50
670
$32K ﹤0.01%
+1,000
671
$32K ﹤0.01%
1,878
672
$32K ﹤0.01%
87
-450
673
$32K ﹤0.01%
+2,153
674
$32K ﹤0.01%
3,138
675
$32K ﹤0.01%
536
+178
25 26
27
28 29