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
751
$23K ﹤0.01%
724
+387
752
$23K ﹤0.01%
356
753
$23K ﹤0.01%
277
-710
754
$23K ﹤0.01%
300
755
$23K ﹤0.01%
1,625
+96
756
$22K ﹤0.01%
145
+109
757
$22K ﹤0.01%
860
-188
758
$22K ﹤0.01%
400
759
$22K ﹤0.01%
336
-225
760
$22K ﹤0.01%
1,623
+1,088
761
$22K ﹤0.01%
600
762
$22K ﹤0.01%
+500
763
$22K ﹤0.01%
321
764
$22K ﹤0.01%
734
765
$22K ﹤0.01%
201
766
$22K ﹤0.01%
+2,206
767
$21K ﹤0.01%
107
-6
768
$21K ﹤0.01%
218
+1
769
$21K ﹤0.01%
264
770
$21K ﹤0.01%
100
+70
771
$21K ﹤0.01%
+1,000
772
$21K ﹤0.01%
+398
773
$21K ﹤0.01%
+1,500
774
$21K ﹤0.01%
231
775
$21K ﹤0.01%
+400
29 30
31
32 33