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
$2.38B
AUM Growth
-$92.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,342
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.37M
3
+$5.01M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$4.38M
5
LLY icon
Eli Lilly
LLY
+$3.78M

Top Sells

1
+$4.71M
2
+$3.08M
3
+$2.7M
4
JPM icon
JPMorgan Chase
JPM
+$2.48M
5
ADBE icon
Adobe
ADBE
+$2.03M

Sector Composition

1 Technology 16.74%
2 Financials 10.62%
3 Healthcare 6.82%
4 Consumer Discretionary 5.97%
5 Communication Services 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FNDB icon
726
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.13B
$20.7K ﹤0.01%
900
HPQ icon
727
HP
HPQ
$17B
$20.7K ﹤0.01%
746
-252
XPO icon
728
XPO
XPO
$22.3B
$20.7K ﹤0.01%
192
SSO icon
729
ProShares Ultra S&P500
SSO
$6.28B
$20.5K ﹤0.01%
496
+160
OSCR icon
730
Oscar Health
OSCR
$4.01B
$20.4K ﹤0.01%
1,559
VOTE icon
731
TCW Transform 500 ETF
VOTE
$960M
$20.4K ﹤0.01%
311
+1
PSA icon
732
Public Storage
PSA
$49.6B
$20.4K ﹤0.01%
68
DNP icon
733
DNP Select Income Fund
DNP
$3.87B
$20.3K ﹤0.01%
2,051
-2,900
SCHH icon
734
Schwab US REIT ETF
SCHH
$9.39B
$20.2K ﹤0.01%
938
+178
IONQ icon
735
IonQ
IONQ
$12.2B
$20.2K ﹤0.01%
914
+14
URA icon
736
Global X Uranium ETF
URA
$6.9B
$19.8K ﹤0.01%
865
+4
CRSP icon
737
CRISPR Therapeutics
CRSP
$4.64B
$19.8K ﹤0.01%
582
+20
NOK icon
738
Nokia
NOK
$47.7B
$19.7K ﹤0.01%
3,745
DG icon
739
Dollar General
DG
$28.2B
$19.7K ﹤0.01%
224
PODD icon
740
Insulet
PODD
$16.2B
$19.7K ﹤0.01%
75
KNSL icon
741
Kinsale Capital Group
KNSL
$8.09B
$19.5K ﹤0.01%
40
-10
OGS icon
742
ONE Gas
OGS
$5.38B
$19.2K ﹤0.01%
254
AA icon
743
Alcoa
AA
$17B
$19.1K ﹤0.01%
627
+2
CMS icon
744
CMS Energy
CMS
$23.7B
$19.1K ﹤0.01%
254
KMX icon
745
CarMax
KMX
$6B
$19K ﹤0.01%
244
HACK icon
746
Amplify Cybersecurity ETF
HACK
$1.97B
$19K ﹤0.01%
264
ABM icon
747
ABM Industries
ABM
$2.23B
$18.9K ﹤0.01%
400
TAP icon
748
Molson Coors Class B
TAP
$7.99B
$18.9K ﹤0.01%
311
+2
ADX icon
749
Adams Diversified Equity Fund
ADX
$2.78B
$18.5K ﹤0.01%
975
CUT icon
750
Invesco MSCI Global Timber ETF
CUT
$36.1M
$18.4K ﹤0.01%
600
28 29
30
31 32