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
PII icon
2576
Polaris
PII
$3.67B
– –
-5,154
PPC icon
2577
Pilgrim's Pride
PPC
$9.45B
– –
-9,654
PSCI icon
2578
Invesco S&P SmallCap Industrials ETF
PSCI
$146M
– –
-4,167
RFFC icon
2579
ALPS Active Equity Opportunity ETF
RFFC
$27M
– –
-44,739
RGR icon
2580
Sturm, Ruger & Co
RGR
$519M
– –
-5,300
RSPH icon
2581
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$757M
– –
-6,958
RTO icon
2582
Rentokil
RTO
$15B
– –
-8,990
RYAN icon
2583
Ryan Specialty Holdings
RYAN
$6.68B
– –
-5,483
RYLD icon
2584
Global X Russell 2000 Covered Call ETF
RYLD
$1.28B
– –
-11,745
SDIV icon
2585
Global X SuperDividend ETF
SDIV
$1.07B
– –
-14,898
SDVD icon
2586
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
$723M
– –
-41,201
SIRI icon
2587
SiriusXM
SIRI
$6.84B
– –
-11,429
SMOT icon
2588
VanEck Morningstar SMID Moat ETF
SMOT
$360M
– –
-38,355
SNSR icon
2589
Global X Internet of Things ETF
SNSR
$199M
– –
-22,959
SOVF icon
2590
Sovereign's Capital Flourish Fund
SOVF
$105M
– –
-33,662
SSUS icon
2591
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$561M
– –
-5,532
ST icon
2592
Sensata Technologies
ST
$4.84B
– –
-8,553
SUN icon
2593
Sunoco
SUN
$9.85B
– –
-4,120
TBG icon
2594
TBG Dividend Focus ETF
TBG
$197M
– –
-38,033
VPLS icon
2595
Vanguard Core Plus Bond ETF
VPLS
$989M
– –
-2,588
VRTS icon
2596
Virtus Investment Partners
VRTS
$1.11B
– –
-1,215
VSLU icon
2597
Applied Finance Valuation Large Cap ETF
VSLU
$390M
– –
-6,393
W icon
2598
Wayfair
W
$13.3B
– –
-8,071
WD icon
2599
Walker & Dunlop
WD
$2.07B
– –
-12,237
WFRD icon
2600
Weatherford International
WFRD
$5.6B
– –
-3,894
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