SS

Sunbelt Securities Portfolio holdings

AUM $1.5B
1-Year Est. Return 19.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$556M
AUM Growth
+$48.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$1.7M
3
+$1.08M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.06M
5
AVUS icon
Avantis US Equity ETF
AVUS
+$880K

Top Sells

1
+$4.13M
2
+$2.03M
3
+$1.5M
4
TM icon
Toyota
TM
+$1.34M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$988K

Sector Composition

1 Technology 12.86%
2 Financials 8.06%
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
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