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
TGNA icon
2101
TEGNA Inc
TGNA
$3.13B
$344K ﹤0.01%
20,515
-962
IJUL icon
2102
Innovator International Developed Power Buffer ETF July
IJUL
$234M
$343K ﹤0.01%
+10,744
RHLD
2103
Resolute Holdings Management
RHLD
$1.76B
$341K ﹤0.01%
+10,704
FTCB icon
2104
First Trust Core Investment Grade ETF
FTCB
$1.72B
$341K ﹤0.01%
16,188
-1,695
MID icon
2105
American Century Mid Cap Growth Impact ETF
MID
$95.3M
$341K ﹤0.01%
+5,156
STAG icon
2106
STAG Industrial
STAG
$6.95B
$340K ﹤0.01%
9,368
+722
POWI icon
2107
Power Integrations
POWI
$1.99B
$339K ﹤0.01%
6,063
+803
UNF icon
2108
Unifirst Corp
UNF
$3.53B
$339K ﹤0.01%
1,800
+6
BKN icon
2109
BlackRock Investment Quality Municipal Trust
BKN
$192M
$339K ﹤0.01%
31,003
-4,450
SPXX icon
2110
Nuveen S&P 500 Dynamic Overwrite Fund
SPXX
$324M
$338K ﹤0.01%
19,046
+1,061
BLOK icon
2111
Amplify Blockchain Technology ETF
BLOK
$1.12B
$337K ﹤0.01%
5,899
UGI icon
2112
UGI
UGI
$8.1B
$335K ﹤0.01%
9,209
-1,899
NLR icon
2113
VanEck Uranium + Nuclear Energy ETF
NLR
$3.6B
$335K ﹤0.01%
3,017
-196
LRN icon
2114
Stride
LRN
$2.87B
$335K ﹤0.01%
2,307
-1,123
UVV icon
2115
Universal Corp
UVV
$1.32B
$335K ﹤0.01%
5,744
-242
PGF icon
2116
Invesco Financial Preferred ETF
PGF
$768M
$332K ﹤0.01%
23,812
-7,194
IDGT icon
2117
iShares US Digital Infrastructure and Real Estate ETF
IDGT
$137M
$332K ﹤0.01%
+3,995
CAL icon
2118
Caleres
CAL
$441M
$330K ﹤0.01%
27,000
EIS icon
2119
iShares MSCI Israel ETF
EIS
$603M
$329K ﹤0.01%
3,465
CRDO icon
2120
Credo Technology Group
CRDO
$26.2B
$328K ﹤0.01%
+3,545
MMSC icon
2121
First Trust Multi-Manager Small Cap Opportunities ETF
MMSC
$37.4M
$327K ﹤0.01%
15,835
+22
PSI icon
2122
Invesco Semiconductors ETF
PSI
$1.02B
$327K ﹤0.01%
5,448
-7
PSO icon
2123
Pearson
PSO
$8.97B
$327K ﹤0.01%
21,879
+4,261
VIOO icon
2124
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.08B
$327K ﹤0.01%
3,226
-2
KIM icon
2125
Kimco Realty
KIM
$13.8B
$326K ﹤0.01%
15,529
+3,686
83 84
85
86 87