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
TEC
2226
Harbor Transformative Technologies ETF
TEC
$5.67M
$274K ﹤0.01%
+11,064
FUL icon
2227
H.B. Fuller
FUL
$3.09B
$272K ﹤0.01%
4,530
-73
GBDC icon
2228
Golub Capital BDC
GBDC
$3.67B
$272K ﹤0.01%
18,568
-16,127
HQY icon
2229
HealthEquity
HQY
$7.99B
$271K ﹤0.01%
2,590
+52
ACA icon
2230
Arcosa
ACA
$4.84B
$271K ﹤0.01%
3,127
-234
JIRE icon
2231
JPMorgan International Research Enhanced Equity ETF
JIRE
$8.61B
$271K ﹤0.01%
3,823
-18
BEPC icon
2232
Brookfield Renewable
BEPC
$7.97B
$270K ﹤0.01%
+8,234
GGB icon
2233
Gerdau
GGB
$7.09B
$269K ﹤0.01%
92,204
+519
L icon
2234
Loews
L
$21B
$269K ﹤0.01%
2,935
-33
ARLO icon
2235
Arlo Technologies
ARLO
$1.77B
$268K ﹤0.01%
15,820
-4,092
RYN icon
2236
Rayonier
RYN
$3.45B
$268K ﹤0.01%
12,071
-2,918
BWIN
2237
Baldwin Insurance Group
BWIN
$1.85B
$267K ﹤0.01%
6,243
-434
BBLU icon
2238
EA Bridgeway Blue Chip ETF
BBLU
$323M
$267K ﹤0.01%
19,429
+2,600
GMOM icon
2239
Cambria Global Momentum ETF
GMOM
$119M
$267K ﹤0.01%
9,000
-1,000
NUV icon
2240
Nuveen Municipal Value Fund
NUV
$1.89B
$266K ﹤0.01%
30,646
-1,034
NOK icon
2241
Nokia
NOK
$37.2B
$266K ﹤0.01%
51,351
+29,922
WSFS icon
2242
WSFS Financial
WSFS
$2.94B
$265K ﹤0.01%
4,824
-68
XJUN icon
2243
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
$147M
$265K ﹤0.01%
+6,449
IHDG icon
2244
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.34B
$264K ﹤0.01%
5,860
+3
BAUG icon
2245
Innovator US Equity Buffer ETF August
BAUG
$221M
$263K ﹤0.01%
+5,725
BSCY
2246
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$302M
$263K ﹤0.01%
12,692
+3
BTC
2247
Grayscale Bitcoin Mini Trust ETF
BTC
$4.53B
$263K ﹤0.01%
5,514
-27
NBOS icon
2248
Neuberger Berman Option Strategy ETF
NBOS
$445M
$261K ﹤0.01%
10,015
-96
FLR icon
2249
Fluor
FLR
$7.21B
$260K ﹤0.01%
+5,073
IAK icon
2250
iShares US Insurance ETF
IAK
$693M
$260K ﹤0.01%
+1,933
88 89
90
91 92