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
426
$2K ﹤0.01%
+21
427
$2K ﹤0.01%
+80
428
$2K ﹤0.01%
+39
429
$2K ﹤0.01%
+144
430
$2K ﹤0.01%
+33
431
$1K ﹤0.01%
+31
432
$1K ﹤0.01%
+4
433
$1K ﹤0.01%
+13
434
$1K ﹤0.01%
+7
435
$1K ﹤0.01%
+4
436
$1K ﹤0.01%
+2
437
$1K ﹤0.01%
+7
438
$1K ﹤0.01%
+8
439
$1K ﹤0.01%
+3
440
$1K ﹤0.01%
+24
441
$1K ﹤0.01%
+9
442
$1K ﹤0.01%
+4
443
$1K ﹤0.01%
+9
444
$1K ﹤0.01%
+17
445
$1K ﹤0.01%
+77
446
$1K ﹤0.01%
+4
447
$1K ﹤0.01%
+30
448
$1K ﹤0.01%
+5
449
$1K ﹤0.01%
+5
450
$1K ﹤0.01%
+6
16 17
18
19 20