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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
$1.89B
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
1126
$1K ﹤0.01%
20
-20
1127
$1K ﹤0.01%
+11
1128
$1K ﹤0.01%
7
1129
$1K ﹤0.01%
20
1130
– –
0
1131
$1K ﹤0.01%
100
-125
1132
$1K ﹤0.01%
100
-100
1133
$1K ﹤0.01%
100
1134
$1K ﹤0.01%
30
1135
– –
-39
1136
– –
-1,600
1137
– –
-62
1138
– –
-425
1139
– –
-2,206
1140
– –
-200
1141
– –
-20,000
1142
– –
-275
1143
– –
-250
1144
– –
-20
1145
– –
-205
1146
– –
-24
1147
– –
-1,400
1148
– –
-262
1149
– –
-202
1150
– –
-2,019
44 45
46
47 48