Truist Financial

Truist Financial Portfolio holdings

AUM $74.1B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
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
+$346M
2
+$153M
3
+$116M
4
BND icon
Vanguard Total Bond Market
BND
+$90.9M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$71M

Top Sells

1
+$187M
2
+$104M
3
+$103M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$81M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$73.5M

Sector Composition

1 Technology 14.44%
2 Financials 8.16%
3 Industrials 5%
4 Healthcare 4.96%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2576
– –
-8,553
2577
– –
-4,120
2578
– –
-38,033
2579
– –
-11,289
2580
– –
-4,538
2581
– –
-6,500
2582
– –
-4,859
2583
– –
-12,130
2584
– –
-2,588
2585
– –
-1,215
2586
– –
-6,393
2587
– –
-8,071
2588
– –
-12,237
2589
– –
-3,894
2590
– –
-4,875
2591
– –
-4,581
2592
– –
-10,226
2593
– –
-15,293
2594
– –
-504,434
2595
– –
-5,264
2596
– –
-14,732
2597
– –
-10,000
2598
– –
-33,716
2599
– –
-1,283
2600
– –
-3,423
101 102 103
104
105