S

Surevest Portfolio holdings

AUM $368M
1-Year Est. Return 13.7%
This Quarter Est. Return
1 Year Est. Return
-13.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$422M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$7.24M
2
+$5.09M
3
+$3.09M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.54M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$760K

Top Sells

1
+$2.41M
2
+$2.02M
3
+$2M
4
BABA icon
Alibaba
BABA
+$1.88M
5
ZM icon
Zoom
ZM
+$1.53M

Sector Composition

1 Industrials 13.7%
2 Technology 13.47%
3 Consumer Staples 12.5%
4 Financials 8.86%
5 Consumer Discretionary 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$19K ﹤0.01%
+92
252
$18K ﹤0.01%
+150
253
$18K ﹤0.01%
+501
254
$18K ﹤0.01%
+175
255
$18K ﹤0.01%
+208
256
$17K ﹤0.01%
+257
257
$16K ﹤0.01%
+592
258
$16K ﹤0.01%
+636
259
$15K ﹤0.01%
+251
260
$15K ﹤0.01%
+43
261
$15K ﹤0.01%
+1,135
262
$15K ﹤0.01%
+306
263
$15K ﹤0.01%
+25
264
$14K ﹤0.01%
+137
265
$14K ﹤0.01%
+397
266
$13K ﹤0.01%
+123
267
$13K ﹤0.01%
+703
268
$13K ﹤0.01%
+17
269
$13K ﹤0.01%
+274
270
$13K ﹤0.01%
+204
271
$13K ﹤0.01%
+397
272
$13K ﹤0.01%
+135
273
$13K ﹤0.01%
+25
274
$12K ﹤0.01%
+315
275
$12K ﹤0.01%
+37
9 10
11
12 13