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
351
$4K ﹤0.01%
+55
352
$4K ﹤0.01%
+11
353
$4K ﹤0.01%
+496
354
$3K ﹤0.01%
+12
355
$3K ﹤0.01%
+104
356
$3K ﹤0.01%
+15
357
$3K ﹤0.01%
+36
358
$3K ﹤0.01%
+42
359
$3K ﹤0.01%
+64
360
$3K ﹤0.01%
+13
361
$3K ﹤0.01%
+75
362
$3K ﹤0.01%
+60
363
$3K ﹤0.01%
+102
364
$3K ﹤0.01%
+37
365
$3K ﹤0.01%
+29
366
$3K ﹤0.01%
+11
367
$3K ﹤0.01%
+9
368
$3K ﹤0.01%
+99
369
$3K ﹤0.01%
+184
370
$3K ﹤0.01%
+13
371
$3K ﹤0.01%
+75
372
$3K ﹤0.01%
+14
373
$3K ﹤0.01%
+50
374
$3K ﹤0.01%
+17
375
$3K ﹤0.01%
+8
13 14
15
16 17