SBSB
Sullivan, Bruyette, Speros & Blaney Portfolio holdings
AUM
$2.27B
This Quarter Return
+2.81%
1 Year Return
+50.71%
3 Year Return
+46.71%
5 Year Return
+86.96%
10 Year Return
–
AUM
$955M
AUM Growth
–
Cap. Flow
+$955M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
85.47%
Holding
138
New
138
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$311M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$225M |
| 3 |
Vanguard Large-Cap ETF
VV
|
$101M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$74.7M |
| 5 |
Vanguard Extended Market ETF
VXF
|
$34.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 2.45% |
| 2 | Technology | 2.29% |
| 3 | Energy | 1.64% |
| 4 | Consumer Staples | 1.23% |
| 5 | Financials | 1.16% |
