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
401
$411K 0.04%
28,404
-4,692
402
$410K 0.04%
+8,143
403
$410K 0.04%
29,781
-1,203
404
$410K 0.04%
6,272
+5,822
405
$409K 0.04%
16,926
+6,936
406
$408K 0.04%
10,669
-150
407
$403K 0.04%
14,490
408
$402K 0.04%
11,915
-2,601
409
$395K 0.03%
16,244
-4,138
410
$393K 0.03%
7,073
-1,776
411
$390K 0.03%
47,118
+35,578
412
$390K 0.03%
10,638
+9,438
413
$389K 0.03%
8,181
-841
414
$388K 0.03%
3,850
415
$388K 0.03%
7,673
-5
416
$386K 0.03%
7,460
+947
417
$384K 0.03%
895
+466
418
$383K 0.03%
903
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419
$383K 0.03%
7,110
+761
420
$375K 0.03%
26,189
+544
421
$373K 0.03%
9,783
+3,895
422
$372K 0.03%
11,502
+55
423
$371K 0.03%
6,126
-120
424
$369K 0.03%
5,827
425
$369K 0.03%
3,242
+614
15 16
17
18 19