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
676
$31K ﹤0.01%
393
-102
677
$31K ﹤0.01%
325
+225
678
$31K ﹤0.01%
+275
679
$31K ﹤0.01%
+800
680
$31K ﹤0.01%
406
+156
681
$31K ﹤0.01%
336
682
$31K ﹤0.01%
+2,000
683
$31K ﹤0.01%
+1,500
684
$31K ﹤0.01%
400
685
$30K ﹤0.01%
1,000
686
$30K ﹤0.01%
154
+120
687
$30K ﹤0.01%
216
688
$30K ﹤0.01%
400
689
$30K ﹤0.01%
400
+230
690
$30K ﹤0.01%
350
-238
691
$30K ﹤0.01%
282
692
$30K ﹤0.01%
+398
693
$30K ﹤0.01%
920
694
$30K ﹤0.01%
312
695
$29K ﹤0.01%
+800
696
$29K ﹤0.01%
240
697
$29K ﹤0.01%
411
+261
698
$29K ﹤0.01%
1,649
699
$29K ﹤0.01%
50
700
$29K ﹤0.01%
244
26 27
28
29 30