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
626
$172K 0.02%
5,470
+10
627
$170K 0.01%
+1,585
628
$170K 0.01%
5,962
+2,685
629
$169K 0.01%
1,639
-161
630
$169K 0.01%
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-2
631
$169K 0.01%
14,638
-350
632
$169K 0.01%
7,445
+3,513
633
$168K 0.01%
3,363
634
$168K 0.01%
526
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635
$167K 0.01%
7,111
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636
$167K 0.01%
3,354
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637
$166K 0.01%
4,223
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638
$166K 0.01%
+6,050
639
$166K 0.01%
4,380
640
$165K 0.01%
1,683
-59
641
$164K 0.01%
4,380
642
$164K 0.01%
351
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643
$163K 0.01%
3,892
-1,672
644
$163K 0.01%
1,496
645
$163K 0.01%
846
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646
$162K 0.01%
4,978
+3,393
647
$161K 0.01%
8,797
648
$160K 0.01%
16,600
649
$160K 0.01%
1,256
+314
650
$159K 0.01%
7,973
24 25
26
27 28