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
$291M
AUM Growth
-$2.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
405
New
Increased
Reduced
Closed

Top Buys

1
+$2.16M
2
+$1.1M
3
+$805K
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$779K
5
PHYS icon
Sprott Physical Gold
PHYS
+$775K

Top Sells

1
+$387M
2
+$168M
3
+$162M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$162M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$137M

Sector Composition

1 Technology 12.28%
2 Financials 10.31%
3 Healthcare 7.7%
4 Consumer Discretionary 7.27%
5 Communication Services 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
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