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
776
$84.3K 0.01%
462
+53
777
$84.1K 0.01%
2,024
-718
778
$83.7K 0.01%
1,721
779
$82.8K 0.01%
694
780
$82.6K 0.01%
691
+2
781
$82.4K 0.01%
940
-236
782
$82.2K 0.01%
1,011
+5
783
$82.1K 0.01%
2,100
784
$81.8K 0.01%
344
-155
785
$81.5K 0.01%
2,529
-969
786
$81.5K 0.01%
+3,848
787
$81.3K 0.01%
1,517
+3
788
$80.8K 0.01%
810
789
$79.3K 0.01%
1,061
790
$79.1K 0.01%
1,187
+734
791
$79.1K 0.01%
2,143
792
$78.6K 0.01%
2,671
+1,949
793
$78.2K 0.01%
8,000
+3,000
794
$78K 0.01%
2,298
795
$77.8K 0.01%
+662
796
$77.8K 0.01%
753
797
$77.4K 0.01%
550
798
$76.1K 0.01%
2,428
+21
799
$75.8K 0.01%
366
800
$75.6K 0.01%
2,906
+4
30 31
32
33 34