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
526
$256K 0.02%
3,237
+28
527
$255K 0.02%
13,896
528
$255K 0.02%
1,436
-622
529
$255K 0.02%
6,797
-504
530
$253K 0.02%
14,654
531
$252K 0.02%
4,100
-400
532
$250K 0.02%
9,887
-543
533
$249K 0.02%
5,203
-6,504
534
$248K 0.02%
852
+17
535
$248K 0.02%
2,208
-4
536
$247K 0.02%
6,422
537
$247K 0.02%
2,582
-35
538
$246K 0.02%
6,043
539
$244K 0.02%
4,618
-5,439
540
$243K 0.02%
384
-3
541
$243K 0.02%
10,034
-10,084
542
$242K 0.02%
1,072
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543
$242K 0.02%
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544
$242K 0.02%
17,092
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545
$241K 0.02%
7,550
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546
$239K 0.02%
3,708
-300
547
$238K 0.02%
2,451
-139
548
$238K 0.02%
6,165
+3,210
549
$236K 0.02%
5,163
550
$235K 0.02%
896
-20
20 21
22
23 24