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
$794M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,826
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.9M
3
+$1.84M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.8M
5
C icon
Citigroup
C
+$1.7M

Top Sells

1
+$2.55M
2
+$1.43M
3
+$1.33M
4
ATVI
Activision Blizzard
ATVI
+$1.28M
5
RNG icon
RingCentral
RNG
+$1.07M

Sector Composition

1 Technology 11.66%
2 Financials 6.16%
3 Energy 6%
4 Healthcare 5.78%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$59.1K 0.01%
807
-48
777
$58.9K 0.01%
1,289
778
$58.6K 0.01%
2,330
779
$58.4K 0.01%
1,491
+3
780
$58.3K 0.01%
10,000
781
$58.1K 0.01%
2,475
782
$58K 0.01%
1,155
+501
783
$57.9K 0.01%
1,221
-77
784
$57.9K 0.01%
342
+1
785
$57.6K 0.01%
192
786
$56.9K 0.01%
1,361
-69
787
$56.9K 0.01%
552
+2
788
$56.9K 0.01%
264
789
$56.5K 0.01%
648
+7
790
$56.4K 0.01%
275
791
$56.3K 0.01%
261
-270
792
$55.7K 0.01%
8,768
793
$55.4K 0.01%
1,476
+5
794
$55.4K 0.01%
1,110
+25
795
$55.4K 0.01%
604
+36
796
$55.1K 0.01%
300
797
$54.8K 0.01%
2,382
+28
798
$54.8K 0.01%
1,639
799
$54.7K 0.01%
924
-468
800
$54.5K 0.01%
1,632
30 31
32
33 34