SS

Sunbelt Securities Portfolio holdings

AUM $1.13B
1-Year Est. Return 16.93%
This Quarter Est. Return
1 Year Est. Return
+16.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$57.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$2.71M
2 +$2.23M
3 +$2.05M
4
T icon
AT&T
T
+$2.03M
5
ABBV icon
AbbVie
ABBV
+$2.02M

Sector Composition

1 Financials 11.42%
2 Technology 10.06%
3 Consumer Discretionary 9.92%
4 Energy 8.64%
5 Consumer Staples 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-4,372
227
-6,909
228
-4,971