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SS

Sunbelt Securities Portfolio holdings

AUM $1.58B
1-Year Est. Return 29.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$473M
AUM Growth
-$73.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
489
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.69M
3
+$1.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.36M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.17M

Top Sells

1
+$1.94M
2
+$1.89M
3
+$1.63M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.23M
5
T icon
AT&T
T
+$959K

Sector Composition

1 Technology 11.12%
2 Financials 6.56%
3 Healthcare 6.27%
4 Energy 6.09%
5 Consumer Discretionary 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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452
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453
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454
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455
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-5,941
456
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457
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458
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459
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460
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461
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463
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464
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465
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466
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467
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468
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469
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-5,944
470
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471
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472
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473
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475
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-6,900
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