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
AEP icon
301
American Electric Power
AEP
$65B
$31.8M 0.05%
306,111
+861
APD icon
302
Air Products & Chemicals
APD
$57.8B
$31.5M 0.05%
111,673
-6,475
ACWI icon
303
iShares MSCI ACWI ETF
ACWI
$23.1B
$31.4M 0.05%
243,976
+2,773
PRU icon
304
Prudential Financial
PRU
$37.2B
$31.3M 0.05%
291,270
-25,500
BX icon
305
Blackstone
BX
$114B
$31.3M 0.05%
209,022
-4,615
DFAC icon
306
Dimensional US Core Equity 2 ETF
DFAC
$38.2B
$30.8M 0.05%
858,629
+4,212
DFAS icon
307
Dimensional US Small Cap ETF
DFAS
$11.2B
$30.3M 0.04%
475,846
-45,850
BDX icon
308
Becton Dickinson
BDX
$51B
$30.3M 0.04%
175,964
-30,370
FANG icon
309
Diamondback Energy
FANG
$41.2B
$30M 0.04%
218,184
-480,567
BUFD icon
310
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.49B
$30M 0.04%
1,128,503
+17,648
JEPQ icon
311
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$30.7B
$29.9M 0.04%
549,804
-125,669
APO icon
312
Apollo Global Management
APO
$76.8B
$29.8M 0.04%
210,066
-8,336
C icon
313
Citigroup
C
$180B
$29.7M 0.04%
349,123
+7,314
SPTL icon
314
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11.7B
$29.5M 0.04%
1,111,730
-29,494
BRO icon
315
Brown & Brown
BRO
$26.8B
$29.5M 0.04%
266,206
-14,091
AMT icon
316
American Tower
AMT
$83.3B
$29.2M 0.04%
132,006
-6,925
BINC icon
317
BlackRock Flexible Income ETF
BINC
$12.5B
$29.1M 0.04%
550,345
+48,355
SNY icon
318
Sanofi
SNY
$121B
$29M 0.04%
599,546
+4,407
IJJ icon
319
iShares S&P Mid-Cap 400 Value ETF
IJJ
$7.91B
$28.8M 0.04%
232,672
-4,213
RJF icon
320
Raymond James Financial
RJF
$32.3B
$28.7M 0.04%
187,280
+42,312
IYW icon
321
iShares US Technology ETF
IYW
$22.4B
$28.7M 0.04%
165,391
-4,382
MTUM icon
322
iShares MSCI USA Momentum Factor ETF
MTUM
$18.8B
$28.5M 0.04%
118,764
+11,321
VOX icon
323
Vanguard Communication Services ETF
VOX
$5.61B
$28.5M 0.04%
166,663
+7,079
ORLY icon
324
O'Reilly Automotive
ORLY
$82.1B
$28.4M 0.04%
314,853
+51,903
FTLS icon
325
First Trust Long/Short Equity ETF
FTLS
$2.04B
$28.3M 0.04%
427,431
+5,445
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13
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