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
$978M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,834
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$3.72M
3
+$3.66M
4
XOM icon
Exxon Mobil
XOM
+$3.15M
5
AMD icon
Advanced Micro Devices
AMD
+$2.24M

Top Sells

1
+$2.02M
2
+$692K
3
+$677K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$577K
5
EIS icon
iShares MSCI Israel ETF
EIS
+$564K

Sector Composition

1 Technology 14.66%
2 Energy 5.99%
3 Industrials 5.77%
4 Financials 5.64%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$101K 0.01%
2,116
727
$100K 0.01%
2,972
728
$100K 0.01%
1,779
+439
729
$100K 0.01%
1,334
730
$100K 0.01%
447
-76
731
$99.6K 0.01%
953
-245
732
$99.5K 0.01%
8,624
-300
733
$99.2K 0.01%
2,105
-98
734
$98.3K 0.01%
7,594
-842
735
$97.7K 0.01%
2,818
736
$96.9K 0.01%
1,015
-81
737
$96.8K 0.01%
943
+1
738
$96.6K 0.01%
1,175
-60
739
$96.4K 0.01%
264
740
$96.2K 0.01%
872
741
$96K 0.01%
9,034
-170
742
$95.9K 0.01%
617
+503
743
$95.9K 0.01%
440
+27
744
$95.5K 0.01%
178
745
$95.5K 0.01%
+5,487
746
$95.3K 0.01%
3,228
-7,136
747
$94.5K 0.01%
710
-302
748
$93.8K 0.01%
1,419
-23
749
$93.6K 0.01%
2,254
+1,945
750
$93.4K 0.01%
1,213
+560
28 29
30
31 32