SIS
SVB Investment Services Portfolio holdings
AUM
$161M
This Quarter Return
+5.33%
1 Year Return
+4.97%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$105M
AUM Growth
–
Cap. Flow
+$105M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.84%
Holding
56
New
56
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$26.6M |
| 2 |
Schwab International Equity ETF
SCHF
|
$17.6M |
| 3 |
Schwab US TIPS ETF
SCHP
|
$8.41M |
| 4 |
Vanguard Total Bond Market
BND
|
$6.02M |
| 5 |
iShares Global REIT ETF
REET
|
$5.01M |
Top Sells
No sells this quarter
