SS

Sunbelt Securities Portfolio holdings

AUM $1.45B
1-Year Est. Return 19.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.14B
AUM Growth
+$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,962
New
Increased
Reduced
Closed

Top Buys

1
+$69.2M
2
+$12.7M
3
+$6.44M
4
TSLA icon
Tesla
TSLA
+$6.06M
5
KO icon
Coca-Cola
KO
+$4.76M

Top Sells

1
+$4.67M
2
+$4.46M
3
+$4.31M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.1M
5
C icon
Citigroup
C
+$3.68M

Sector Composition

1 Technology 15.82%
2 Energy 10.82%
3 Consumer Discretionary 5.4%
4 Financials 5.31%
5 Healthcare 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$445K 0.04%
9,321
+847
377
$444K 0.04%
17,411
+1,534
378
$444K 0.04%
+16,078
379
$442K 0.04%
15,925
380
$441K 0.04%
3,266
+138
381
$441K 0.04%
2,719
-13
382
$439K 0.04%
8,533
+1,868
383
$439K 0.04%
63,956
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384
$439K 0.04%
5,416
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385
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4,317
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386
$436K 0.04%
+20,030
387
$435K 0.04%
17,365
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388
$433K 0.04%
1,312
+1,082
389
$433K 0.04%
7,555
-1,399
390
$432K 0.04%
10,431
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391
$431K 0.04%
46,643
-9,219
392
$422K 0.04%
796
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393
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2,149
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394
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10,402
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395
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19,750
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396
$414K 0.04%
17,007
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397
$413K 0.04%
1,035
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398
$412K 0.04%
2,781
-72
399
$412K 0.04%
7,984
400
$412K 0.04%
10,344
-437
14 15
16
17 18