SS

Sunbelt Securities Portfolio holdings

AUM $1.5B
1-Year Est. Return 19.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$172M
AUM Growth
-$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
250
New
Increased
Reduced
Closed

Top Buys

1
+$3.75M
2
+$2.65M
3
+$2.56M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.72M
5
AAPL icon
Apple
AAPL
+$1.56M

Top Sells

1
+$2.24M
2
+$1.01M
3
+$814K
4
AGNC icon
AGNC Investment
AGNC
+$698K
5
BA icon
Boeing
BA
+$678K

Sector Composition

1 Financials 10.97%
2 Technology 10.7%
3 Energy 8.14%
4 Consumer Discretionary 8.04%
5 Healthcare 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
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