SBSB

Sullivan, Bruyette, Speros & Blaney Portfolio holdings

AUM $2.27B
1-Year Est. Return 50.71%
This Quarter Est. Return
1 Year Est. Return
+50.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1B
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Sells

1 +$8.99M
2 +$2.43M
3 +$2.13M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$750K
5
VV icon
Vanguard Large-Cap ETF
VV
+$636K

Sector Composition

1 Technology 2.89%
2 Healthcare 2.41%
3 Financials 1.54%
4 Energy 1.34%
5 Consumer Staples 1.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
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11,240
77
$572K 0.06%
11,497
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78
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16,350
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100
$359K 0.04%
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