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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
$1.74B
AUM Growth
+$90.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2.05M
3
+$1.66M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.08M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.03M

Top Sells

1
+$4.5M
2
+$2.56M
3
+$2.16M
4
INTC icon
Intel
INTC
+$2.14M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.89M

Sector Composition

1 Technology 14.99%
2 Financials 10.22%
3 Healthcare 9.82%
4 Consumer Discretionary 7.52%
5 Communication Services 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-25
1027
– –
-100
1028
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1029
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-9
1030
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-300
1031
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-6
1032
– –
-50
1033
– –
-86
1034
– –
-108
1035
– –
-35
1036
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1037
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-20
1038
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-317
1039
– –
-800
1040
– –
-8
1041
– –
-9
1042
– –
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1043
– –
-10
1044
– –
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1045
– –
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1046
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1047
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1048
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1049
– –
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1050
– –
-1,000
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