Truist Financial

Truist Financial Portfolio holdings

AUM $73.8B
1-Year Est. Return 18.51%
This Quarter Est. Return
1 Year Est. Return
+18.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.2B
AUM Growth
+$5.82B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,684
New
Increased
Reduced
Closed

Top Buys

1
+$364M
2
+$171M
3
+$128M
4
BND icon
Vanguard Total Bond Market
BND
+$92M
5
EEMA icon
iShares MSCI Emerging Markets Asia ETF
EEMA
+$76.5M

Top Sells

1
+$197M
2
+$111M
3
+$110M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$87.3M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$80.6M

Sector Composition

1 Technology 14.44%
2 Financials 8.15%
3 Industrials 4.99%
4 Healthcare 4.96%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SUN icon
2526
Sunoco
SUN
$7.14B
– –
-4,120
ST icon
2527
Sensata Technologies
ST
$4.47B
– –
-8,553
SSUS icon
2528
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$569M
– –
-5,532
SOVF icon
2529
Sovereign's Capital Flourish Fund
SOVF
$112M
– –
-33,662
SNSR icon
2530
Global X Internet of Things ETF
SNSR
$207M
– –
-22,959
SMOT icon
2531
VanEck Morningstar SMID Moat ETF
SMOT
$410M
– –
-38,355
SLQD icon
2532
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.36B
– –
-28,024
SIRI icon
2533
SiriusXM
SIRI
$7.28B
– –
-11,429
SDVD icon
2534
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$617M
– –
-41,201
SDIV icon
2535
Global X SuperDividend ETF
SDIV
$980M
– –
-14,898
ACCO icon
2536
Acco Brands
ACCO
$314M
– –
-11,608
ADMA icon
2537
ADMA Biologics
ADMA
$3.34B
– –
-11,330
ALZN icon
2538
Alzamend Neuro
ALZN
$9.58M
– –
-1,722
AMRN
2539
Amarin Corp
AMRN
$326M
– –
-595
AMX icon
2540
America Movil
AMX
$68.5B
– –
-11,999
ARHS icon
2541
Arhaus
ARHS
$1.33B
– –
-15,777
AVDV icon
2542
Avantis International Small Cap Value ETF
AVDV
$12.3B
– –
-24,265
AXSM icon
2543
Axsome Therapeutics
AXSM
$7.03B
– –
-2,048
AZEK
2544
DELISTED
The AZEK Co
AZEK
– –
-14,013
BC icon
2545
Brunswick
BC
$4.25B
– –
-7,225
BHRB icon
2546
Burke & Herbert Financial Services Corp
BHRB
$908M
– –
-5,023
BJUL icon
2547
Innovator US Equity Buffer ETF July
BJUL
$297M
– –
-8,380
BNDW icon
2548
Vanguard Total World Bond ETF
BNDW
$1.39B
– –
-33,892
BPMC
2549
DELISTED
Blueprint Medicines
BPMC
– –
-2,612
CARS icon
2550
Cars.com
CARS
$681M
– –
-61,068
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