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
$73.8B
AUM Growth
+$5.63B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,781
New
Increased
Reduced
Closed

Top Buys

1
+$426M
2
+$234M
3
+$122M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$117M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$112M

Top Sells

1
+$187M
2
+$97.7M
3
+$97.2M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$79.6M
5
CMS icon
CMS Energy
CMS
+$72.8M

Sector Composition

1 Technology 15.09%
2 Financials 7.81%
3 Industrials 4.94%
4 Consumer Discretionary 4.88%
5 Healthcare 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IHDG icon
2151
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.28B
$368K ﹤0.01%
7,990
+2,130
ROBO icon
2152
ROBO Global Robotics & Automation Index ETF
ROBO
$1.3B
$368K ﹤0.01%
5,609
-720
HSIC icon
2153
Henry Schein
HSIC
$8.67B
$368K ﹤0.01%
5,540
+175
SEZL icon
2154
Sezzle
SEZL
$2.34B
$367K ﹤0.01%
4,610
+600
MMSC icon
2155
First Trust Multi-Manager Small Cap Opportunities ETF
MMSC
$35.4M
$366K ﹤0.01%
15,750
-85
KIM icon
2156
Kimco Realty
KIM
$13.6B
$365K ﹤0.01%
16,689
+1,160
PEY icon
2157
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.04B
$364K ﹤0.01%
17,291
+168
FDBC icon
2158
Fidelity D&D Bancorp
FDBC
$250M
$362K ﹤0.01%
8,259
QGEN icon
2159
Qiagen
QGEN
$10.2B
$361K ﹤0.01%
8,090
+1,920
XDEC icon
2160
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$200M
$361K ﹤0.01%
9,008
-1,065
INSW icon
2161
International Seaways
INSW
$2.53B
$361K ﹤0.01%
+7,825
FCFS icon
2162
FirstCash
FCFS
$6.79B
$360K ﹤0.01%
2,273
+190
EWZ icon
2163
iShares MSCI Brazil ETF
EWZ
$6.39B
$360K ﹤0.01%
11,607
-5,644
EIS icon
2164
iShares MSCI Israel ETF
EIS
$548M
$359K ﹤0.01%
3,576
+111
DPG
2165
Duff & Phelps Utility and Infrastructure Fund
DPG
$475M
$358K ﹤0.01%
27,757
+3,273
MOH icon
2166
Molina Healthcare
MOH
$7.81B
$358K ﹤0.01%
1,869
-687
HMY icon
2167
Harmony Gold Mining
HMY
$12B
$358K ﹤0.01%
19,697
+2,148
UYG icon
2168
ProShares Ultra Financials
UYG
$853M
$357K ﹤0.01%
3,600
PALC icon
2169
Pacer Lunt Large Cap Multi-Factor Alternator ETF
PALC
$270M
$357K ﹤0.01%
6,893
-80
PCG icon
2170
PG&E
PCG
$33.3B
$356K ﹤0.01%
23,620
-10,748
AOD
2171
abrdn Total Dynamic Dividend Fund
AOD
$1.02B
$356K ﹤0.01%
37,602
+1,187
PXI icon
2172
Invesco Dorsey Wright Energy Momentum ETF
PXI
$44.5M
$353K ﹤0.01%
7,538
+9
JXN icon
2173
Jackson Financial
JXN
$6.68B
$353K ﹤0.01%
3,484
-94
CAL icon
2174
Caleres
CAL
$451M
$352K ﹤0.01%
27,000
HOFT icon
2175
Hooker Furnishings Corp
HOFT
$115M
$352K ﹤0.01%
34,640
85 86
87
88 89