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
$556M
AUM Growth
+$10K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1 +$10K

Top Sells

1 +$12.8M
2 +$8.96M
3 +$2.65M

Sector Composition

1 Technology 12.86%
2 Financials 8.05%
3 Healthcare 7%
4 Consumer Discretionary 6.52%
5 Communication Services 5.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$122K 0.02%
1,121
427
$119K 0.02%
12,199
428
$114K 0.02%
11,259
429
$106K 0.02%
3,133
430
$100K 0.02%
12,233
431
$90K 0.02%
10,000
432
$85K 0.02%
2,923
433
$70K 0.01%
10,000
434
$51K 0.01%
12,000
435
$44K 0.01%
529
436
$23K ﹤0.01%
50
437
$21K ﹤0.01%
993
438
$10K ﹤0.01%
+232