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
576
$206K 0.02%
2,719
-98
577
$205K 0.02%
2,711
+45
578
$205K 0.02%
1,013
+23
579
$205K 0.02%
1,941
-38
580
$204K 0.02%
800
+104
581
$204K 0.02%
3,515
+6
582
$203K 0.02%
961
-157
583
$202K 0.02%
871
-242
584
$202K 0.02%
1,890
-6,805
585
$201K 0.02%
2,196
+10
586
$200K 0.02%
20,243
-20,431
587
$199K 0.02%
695
+1
588
$198K 0.02%
+2,534
589
$198K 0.02%
2,313
+3
590
$197K 0.02%
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-442
591
$196K 0.02%
6,211
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592
$194K 0.02%
3,750
+750
593
$192K 0.02%
637
-72
594
$192K 0.02%
8,919
+785
595
$191K 0.02%
7,363
+1,020
596
$191K 0.02%
7,635
-1,370
597
$190K 0.02%
5,435
+1,807
598
$190K 0.02%
6,865
599
$189K 0.02%
16,000
600
$188K 0.02%
4,803
22 23
24
25 26