Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74.8B
AUM Growth
+$1.06B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,857
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$99.8M
3
+$99.1M
4
VALE icon
Vale
VALE
+$97.9M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$86.5M

Top Sells

1
+$176M
2
+$134M
3
+$128M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$115M
5
MOS icon
The Mosaic Company
MOS
+$79.6M

Sector Composition

1 Technology 14.83%
2 Financials 7.74%
3 Healthcare 5.11%
4 Industrials 4.8%
5 Consumer Discretionary 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RWL icon
826
Invesco S&P 500 Revenue ETF
RWL
$8.01B
$5.31M 0.01%
46,346
+17,113
QQEW icon
827
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.73B
$5.31M 0.01%
37,329
-2,546
SYSB
828
iShares Systematic Bond ETF
SYSB
$852M
$5.28M 0.01%
+58,877
FPX icon
829
First Trust US Equity Opportunities ETF
FPX
$1.22B
$5.27M 0.01%
32,243
-464
IXN icon
830
iShares Global Tech ETF
IXN
$6.46B
$5.25M 0.01%
49,956
-4,067
ZALT icon
831
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$687M
$5.24M 0.01%
160,878
+3,052
GBIL icon
832
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.12B
$5.24M 0.01%
52,389
+2,450
PMAR icon
833
Innovator US Equity Power Buffer ETF March
PMAR
$603M
$5.22M 0.01%
116,241
-7,473
GEHC icon
834
GE HealthCare
GEHC
$34.5B
$5.22M 0.01%
63,687
-13,212
QQQE icon
835
Direxion Shares ETF Trust Direxion NASDAQ-100 Equal Weighted Index ETF
QQQE
$1.17B
$5.21M 0.01%
50,932
+1,872
CLOZ icon
836
Panagram BBB-B CLO ETF
CLOZ
$677M
$5.2M 0.01%
196,507
-4,599
COO icon
837
Cooper Companies
COO
$14.8B
$5.2M 0.01%
63,413
-13,334
SYFI
838
AB Short Duration High Yield ETF
SYFI
$887M
$5.18M 0.01%
144,080
+8,130
CGGO icon
839
Capital Group Global Growth Equity ETF
CGGO
$9.03B
$5.17M 0.01%
149,307
+17,289
LCOW
840
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
$17M
$5.15M 0.01%
215,048
+5,728
A icon
841
Agilent Technologies
A
$33B
$5.15M 0.01%
37,822
+8,299
MOAT icon
842
VanEck Morningstar Wide Moat ETF
MOAT
$12.5B
$5.14M 0.01%
49,600
-1,564
ATO icon
843
Atmos Energy
ATO
$30.6B
$5.13M 0.01%
30,608
-330
FDEC icon
844
FT Vest US Equity Buffer ETF December
FDEC
$1.26B
$5.11M 0.01%
99,933
+2,738
DFIC icon
845
Dimensional International Core Equity 2 ETF
DFIC
$12.9B
$5.11M 0.01%
148,209
-4,588
DOC icon
846
Healthpeak Properties
DOC
$12.1B
$5.1M 0.01%
317,351
-120,465
CVNA icon
847
Carvana
CVNA
$46.9B
$5.09M 0.01%
12,069
+3,554
PFIG icon
848
Invesco Fundamental Investment Grade Corporate Bond ETF
PFIG
$109M
$5.08M 0.01%
209,109
+44,395
PNOV icon
849
Innovator US Equity Power Buffer ETF November
PNOV
$951M
$5.03M 0.01%
120,314
+15,969
IYJ icon
850
iShares US Industrials ETF
IYJ
$2.29B
$5.02M 0.01%
33,887
-2,451
32 33
34
35 36