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
276
$12K ﹤0.01%
+37
277
$11K ﹤0.01%
+165
278
$11K ﹤0.01%
+16
279
$11K ﹤0.01%
+200
280
$11K ﹤0.01%
+2,400
281
$10K ﹤0.01%
+4
282
$10K ﹤0.01%
+176
283
$10K ﹤0.01%
+78
284
$10K ﹤0.01%
+272
285
$9K ﹤0.01%
+300
286
$9K ﹤0.01%
+87
287
$9K ﹤0.01%
+165
288
$8K ﹤0.01%
+47
289
$8K ﹤0.01%
+69
290
$8K ﹤0.01%
+68
291
$8K ﹤0.01%
+76
292
$8K ﹤0.01%
+12
293
$7K ﹤0.01%
+125
294
$7K ﹤0.01%
+80
295
$7K ﹤0.01%
+147
296
$7K ﹤0.01%
+310
297
$7K ﹤0.01%
+50
298
$7K ﹤0.01%
+100
299
$7K ﹤0.01%
+19
300
$7K ﹤0.01%
+169
10 11
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