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SS

Sunbelt Securities Portfolio holdings

AUM $1.58B
1-Year Est. Return 29.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.33B
AUM Growth
+$1.38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
713
New
Increased
Reduced
Closed

Top Buys

1
+$382M
2
+$166M
3
+$161M
4
SCHV
Schwab US Large-Cap Value ETF
SCHV
+$160M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$135M

Top Sells

1
+$39.4M
2
+$17.8M
3
+$13.8M
4
CVX icon
Chevron
CVX
+$13.5M
5
T icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-8,314
702
– –
-13,724
703
– –
-3,705
704
– –
-79,011
705
– –
-10,529
706
– –
-14,280
707
– –
-4,856
708
– –
-39,230
709
– –
-7
710
– –
-1,836
711
– –
-11,216
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