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
651
$158K 0.01%
10,340
+9
652
$158K 0.01%
1,172
-454
653
$158K 0.01%
3,979
-2,000
654
$157K 0.01%
1,738
-112
655
$157K 0.01%
374
-14
656
$156K 0.01%
8,362
-1,750
657
$156K 0.01%
2,310
-165
658
$156K 0.01%
2,028
-7,505
659
$155K 0.01%
609
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660
$155K 0.01%
946
-183
661
$154K 0.01%
568
-25
662
$154K 0.01%
8,732
-1,536
663
$153K 0.01%
1,074
664
$152K 0.01%
9,750
+8,723
665
$152K 0.01%
7,757
-7,162
666
$151K 0.01%
1,464
667
$151K 0.01%
3,866
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668
$151K 0.01%
1,157
669
$150K 0.01%
5,717
+5,152
670
$150K 0.01%
5,997
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671
$150K 0.01%
813
-111
672
$150K 0.01%
14,000
+171
673
$150K 0.01%
1,002
674
$149K 0.01%
13,343
+208
675
$149K 0.01%
4,800
25 26
27
28 29