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
776
$95.6K 0.01%
+1,598
777
$95.6K 0.01%
375
-441
778
$95.5K 0.01%
833
+1
779
$95.5K 0.01%
6,276
+24
780
$95.2K 0.01%
2,365
781
$95.1K 0.01%
+4,800
782
$94.3K 0.01%
+3,334
783
$93.3K 0.01%
1,190
784
$92.9K 0.01%
3,061
+517
785
$92.2K 0.01%
891
+879
786
$91.8K 0.01%
2,500
-250
787
$91.6K 0.01%
2,408
+54
788
$90.1K 0.01%
321
789
$90K 0.01%
1,720
+756
790
$89.6K 0.01%
924
-106
791
$89.6K 0.01%
1,054
792
$89.5K 0.01%
1,061
793
$89.3K 0.01%
8,224
-400
794
$89.3K 0.01%
677
+226
795
$89.2K 0.01%
1,524
+4
796
$88.9K 0.01%
1,142
+22
797
$88.7K 0.01%
2,373
-339
798
$88.6K 0.01%
685
-9
799
$88.3K 0.01%
1,879
+20
800
$88.2K 0.01%
13,140
+6,617
30 31
32
33 34