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
376
$3K ﹤0.01%
+37
377
$3K ﹤0.01%
+7
378
$3K ﹤0.01%
+35
379
$3K ﹤0.01%
+5
380
$3K ﹤0.01%
+11
381
$3K ﹤0.01%
+14
382
$3K ﹤0.01%
+37
383
$3K ﹤0.01%
+14
384
$3K ﹤0.01%
+24
385
$3K ﹤0.01%
+94
386
$3K ﹤0.01%
+50
387
$3K ﹤0.01%
+10
388
$2K ﹤0.01%
+28
389
$2K ﹤0.01%
+17
390
$2K ﹤0.01%
+54
391
$2K ﹤0.01%
+6
392
$2K ﹤0.01%
+1
393
$2K ﹤0.01%
+63
394
$2K ﹤0.01%
+37
395
$2K ﹤0.01%
+18
396
$2K ﹤0.01%
+8
397
$2K ﹤0.01%
+56
398
$2K ﹤0.01%
+16
399
$2K ﹤0.01%
+20
400
$2K ﹤0.01%
+63
14 15
16
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