Truist Financial

Truist Financial Portfolio holdings

AUM $74.8B
1-Year Est. Return 20.4%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.4%
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
1851
$588K ﹤0.01%
96,250
+43,000
1852
$586K ﹤0.01%
28,585
+40
1853
$586K ﹤0.01%
6,167
-704
1854
$585K ﹤0.01%
15,913
+1,691
1855
$581K ﹤0.01%
38,462
+86
1856
$580K ﹤0.01%
17,336
+1,134
1857
$579K ﹤0.01%
24,906
+1,924
1858
$577K ﹤0.01%
6,952
+43
1859
$577K ﹤0.01%
25,575
-106,538
1860
$576K ﹤0.01%
13,749
+614
1861
$575K ﹤0.01%
13,882
-450
1862
$575K ﹤0.01%
22,198
+1,021
1863
$575K ﹤0.01%
11,002
+1,611
1864
$575K ﹤0.01%
+22,608
1865
$573K ﹤0.01%
41,249
-27
1866
$571K ﹤0.01%
21,242
+1,238
1867
$570K ﹤0.01%
10,162
+5,670
1868
$570K ﹤0.01%
8,427
-120
1869
$567K ﹤0.01%
31,032
-318
1870
$567K ﹤0.01%
5,727
-1,662
1871
$566K ﹤0.01%
12,833
+59
1872
$565K ﹤0.01%
11,620
-1,929
1873
$565K ﹤0.01%
22,137
+1,102
1874
$562K ﹤0.01%
31,663
-302
1875
$561K ﹤0.01%
31,159
-235
73 74
75
76 77