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
LYFT icon
2276
Lyft
LYFT
$9.01B
$296K ﹤0.01%
13,452
-40,667
QLTY icon
2277
GMO US Quality ETF
QLTY
$2.93B
$296K ﹤0.01%
8,178
-71
FPF
2278
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.13B
$296K ﹤0.01%
15,436
-1,293
JIRE icon
2279
JPMorgan International Research Enhanced Equity ETF
JIRE
$9.58B
$295K ﹤0.01%
4,007
+184
IXC icon
2280
iShares Global Energy ETF
IXC
$1.92B
$294K ﹤0.01%
7,046
-51,742
TIGR
2281
UP Fintech Holding
TIGR
$1.6B
$294K ﹤0.01%
27,552
+11,149
APA icon
2282
APA Corp
APA
$9.47B
$294K ﹤0.01%
12,092
-1,352
AGNC icon
2283
AGNC Investment
AGNC
$11.2B
$292K ﹤0.01%
29,874
+4,886
BBLU icon
2284
EA Bridgeway Blue Chip ETF
BBLU
$353M
$292K ﹤0.01%
19,448
+19
FMN
2285
Federated Hermes Premier Municipal Income Fund
FMN
$86.9M
$292K ﹤0.01%
26,434
GMOM icon
2286
Cambria Global Momentum ETF
GMOM
$119M
$291K ﹤0.01%
9,000
GTO icon
2287
Invesco Total Return Bond ETF
GTO
$1.92B
$291K ﹤0.01%
6,125
-7,937
AOA icon
2288
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.71B
$291K ﹤0.01%
3,297
+410
QQQI icon
2289
NEOS Nasdaq 100 High Income ETF
QQQI
$6.71B
$291K ﹤0.01%
5,361
-99
HST icon
2290
Host Hotels & Resorts
HST
$11.8B
$290K ﹤0.01%
17,062
+1,244
HIW icon
2291
Highwoods Properties
HIW
$2.92B
$290K ﹤0.01%
9,111
-35
VRP icon
2292
Invesco Variable Rate Preferred ETF
VRP
$2.31B
$289K ﹤0.01%
11,719
+1,676
BTC
2293
Grayscale Bitcoin Mini Trust ETF
BTC
$4.04B
$289K ﹤0.01%
5,714
+200
SCEC
2294
Sterling Capital Enhanced Core Bond ETF
SCEC
$483M
$289K ﹤0.01%
+11,345
TIGO icon
2295
Millicom
TIGO
$8.68B
$289K ﹤0.01%
+5,950
ADX icon
2296
Adams Diversified Equity Fund
ADX
$2.77B
$289K ﹤0.01%
12,942
-475
GALT icon
2297
Galectin Therapeutics
GALT
$409M
$288K ﹤0.01%
68,000
SRCE icon
2298
1st Source
SRCE
$1.56B
$287K ﹤0.01%
4,670
+836
GBF icon
2299
iShares Government/Credit Bond ETF
GBF
$126M
$287K ﹤0.01%
2,727
+72
INCY icon
2300
Incyte
INCY
$19.7B
$287K ﹤0.01%
+3,379
90 91
92
93 94