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
551
$234K 0.02%
977
+536
552
$234K 0.02%
3,916
-345
553
$234K 0.02%
1,242
+39
554
$233K 0.02%
2,717
+45
555
$233K 0.02%
1,697
-431
556
$231K 0.02%
5,930
+25
557
$224K 0.02%
9,654
-487
558
$223K 0.02%
7,820
-500
559
$222K 0.02%
+2,913
560
$222K 0.02%
6,500
561
$220K 0.02%
17,053
-250
562
$220K 0.02%
+2,226
563
$216K 0.02%
4,483
+933
564
$216K 0.02%
1,400
+841
565
$216K 0.02%
13,951
-290
566
$214K 0.02%
969
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567
$213K 0.02%
5,969
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$212K 0.02%
3,891
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569
$211K 0.02%
2,820
-1,105
570
$209K 0.02%
1,775
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571
$209K 0.02%
2,704
-94
572
$209K 0.02%
1,714
-4
573
$209K 0.02%
5,639
+17
574
$207K 0.02%
4,771
-114
575
$207K 0.02%
65
+14
21 22
23
24 25