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
$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 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$369K 0.03%
864
+274
427
$367K 0.03%
+22,343
428
$367K 0.03%
7,554
+128
429
$365K 0.03%
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430
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210
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431
$360K 0.03%
8,032
-187
432
$358K 0.03%
6,635
-86,364
433
$358K 0.03%
3,042
434
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8,000
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435
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13,194
-21,253
436
$353K 0.03%
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437
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438
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439
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440
$349K 0.03%
42,606
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441
$346K 0.03%
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446
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2,026
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448
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10,329
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449
$340K 0.03%
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450
$337K 0.03%
1,767
-125
16 17
18
19 20