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SS
Sunbelt Securities Portfolio holdings
AUM
$1.58B
1-Year Est. Return
29.04%
This Fund
S&P 500
1 Year Est. Return
+29.04%
AUM
$2.33B
AUM Growth
+$1.38B
(+146%)
Holding
713
Top Buys
| 1 | +$382M | |
| 2 | +$166M | |
| 3 | +$161M | |
| 4 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$160M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$135M |
Top Sells
| 1 | +$39.4M | |
| 2 | +$17.8M | |
| 3 | +$13.8M | |
| 4 |
Chevron
CVX
|
+$13.5M |
| 5 |
AT&T
T
|
+$11.8M |
Sector Composition
| 1 | Technology | 6.97% |
| 2 | Consumer Discretionary | 4.33% |
| 3 | Financials | 3.8% |
| 4 | Communication Services | 3.09% |
| 5 | Consumer Staples | 2.22% |