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
676
$145K 0.01%
250
677
$142K 0.01%
5,096
-3,144
678
$142K 0.01%
2,395
-295
679
$141K 0.01%
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+1,570
680
$139K 0.01%
2,356
+2
681
$139K 0.01%
2,287
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682
$138K 0.01%
413
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683
$138K 0.01%
7,574
684
$137K 0.01%
283
-20
685
$137K 0.01%
6,525
-1,126
686
$137K 0.01%
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687
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688
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689
$135K 0.01%
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690
$135K 0.01%
2,350
+2,239
691
$133K 0.01%
10,774
+1,863
692
$133K 0.01%
290
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693
$132K 0.01%
1,358
+1,169
694
$132K 0.01%
3,036
695
$131K 0.01%
434
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696
$131K 0.01%
2,359
-4
697
$131K 0.01%
1,712
-27
698
$130K 0.01%
359
-142
699
$130K 0.01%
3,751
+1,426
700
$130K 0.01%
350
+339
26 27
28
29 30