Instuitional Investor - Surevest Inc.

Fund Profile
Filing Period:
Fund Name: Surevest Inc.
Portfolio Value $367,590,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 73,323 $15,427,000 4.19%
2. IEF 150,531 $14,502,000 3.94%
3.
Ishares Tr
271,870 $13,844,000 3.76%
4.
Ishares Tr
308,076 $12,326,000 3.35%
5. AAPL 79,431 $10,977,000 2.98%