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

Top Buys

1
+$437M
2
+$219M
3
+$114M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$108M
5
LRCX icon
Lam Research
LRCX
+$96.7M

Top Sells

1
+$180M
2
+$94.5M
3
+$91.8M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$78.2M
5
CMS icon
CMS Energy
CMS
+$71.4M

Sector Composition

1 Technology 15.09%
2 Financials 7.82%
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
$5.28B
$296K ﹤0.01%
13,452
-40,667
QLTY icon
2277
GMO US Quality ETF
QLTY
$3.53B
$296K ﹤0.01%
8,178
-71
FPF
2278
First Trust Intermediate Duration Preferred & Income Fund
FPF
$1.09B
$296K ﹤0.01%
15,436
-1,293
JIRE icon
2279
JPMorgan International Research Enhanced Equity ETF
JIRE
$9.77B
$295K ﹤0.01%
4,007
+184
IXC icon
2280
iShares Global Energy ETF
IXC
$2.53B
$294K ﹤0.01%
7,046
-51,742
TIGR
2281
UP Fintech Holding
TIGR
$1.17B
$294K ﹤0.01%
27,552
+11,149
APA icon
2282
APA Corp
APA
$14.6B
$294K ﹤0.01%
12,092
-1,352
AGNC icon
2283
AGNC Investment
AGNC
$11.4B
$292K ﹤0.01%
29,874
+4,886
BBLU icon
2284
EA Bridgeway Blue Chip ETF
BBLU
$366M
$292K ﹤0.01%
19,448
+19
FMN
2285
Federated Hermes Premier Municipal Income Fund
FMN
$84.4M
$292K ﹤0.01%
26,434
GMOM icon
2286
Cambria Global Momentum ETF
GMOM
$130M
$291K ﹤0.01%
9,000
GTO icon
2287
Invesco Total Return Bond ETF
GTO
$2.09B
$291K ﹤0.01%
6,125
-7,937
AOA icon
2288
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.79B
$291K ﹤0.01%
3,297
+410
QQQI icon
2289
NEOS Nasdaq 100 High Income ETF
QQQI
$9.28B
$291K ﹤0.01%
5,361
-99
HST icon
2290
Host Hotels & Resorts
HST
$13.4B
$290K ﹤0.01%
17,062
+1,244
HIW icon
2291
Highwoods Properties
HIW
$2.32B
$290K ﹤0.01%
9,111
-35
VRP icon
2292
Invesco Variable Rate Preferred ETF
VRP
$2.42B
$289K ﹤0.01%
11,719
+1,676
BTC
2293
Grayscale Bitcoin Mini Trust ETF
BTC
$3.09B
$289K ﹤0.01%
5,714
+200
SCEC
2294
Sterling Capital Enhanced Core Bond ETF
SCEC
$504M
$289K ﹤0.01%
+11,345
TIGO icon
2295
Millicom
TIGO
$12.9B
$289K ﹤0.01%
+5,950
ADX icon
2296
Adams Diversified Equity Fund
ADX
$2.72B
$289K ﹤0.01%
12,942
-475
GALT icon
2297
Galectin Therapeutics
GALT
$189M
$288K ﹤0.01%
68,000
SRCE icon
2298
1st Source
SRCE
$1.66B
$287K ﹤0.01%
4,670
+836
GBF icon
2299
iShares Government/Credit Bond ETF
GBF
$130M
$287K ﹤0.01%
2,727
+72
INCY icon
2300
Incyte
INCY
$18.4B
$287K ﹤0.01%
+3,379
90 91
92
93 94