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
476
$1K ﹤0.01%
+38
477
$1K ﹤0.01%
+2
478
$1K ﹤0.01%
+13
479
$1K ﹤0.01%
+6
480
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+7
481
$1K ﹤0.01%
+3
482
$1K ﹤0.01%
+2
483
$1K ﹤0.01%
+26
484
$1K ﹤0.01%
+20
485
$1K ﹤0.01%
+13
486
$1K ﹤0.01%
+6
487
$1K ﹤0.01%
+2
488
$1K ﹤0.01%
+14
489
$1K ﹤0.01%
+23
490
$1K ﹤0.01%
+4
491
$1K ﹤0.01%
+6
492
$1K ﹤0.01%
+23
493
$1K ﹤0.01%
+14
494
$1K ﹤0.01%
+8
495
$1K ﹤0.01%
+47
496
$1K ﹤0.01%
+10
497
$1K ﹤0.01%
+12
498
$1K ﹤0.01%
+11
499
$1K ﹤0.01%
+10
500
$1K ﹤0.01%
+2
18 19
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