SIS

SVB Investment Services Portfolio holdings

AUM $161M
1-Year Est. Return 4.97%
This Quarter Est. Return
1 Year Est. Return
+4.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1 +$26.6M
2 +$17.6M
3 +$8.4M
4
BND icon
Vanguard Total Bond Market
BND
+$6.02M
5
REET icon
iShares Global REIT ETF
REET
+$5.01M

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$23K 0.02%
+376
52
$14K 0.01%
+259
53
$14K 0.01%
+232
54
$5K ﹤0.01%
+50
55
$4K ﹤0.01%
+20
56
$3K ﹤0.01%
+38