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
801
$54.4K 0.01%
1,317
-7
802
$54.2K 0.01%
1,036
803
$53.9K 0.01%
761
+3
804
$53.9K 0.01%
620
805
$53.7K 0.01%
1,159
-270
806
$53.6K 0.01%
1,430
807
$53.4K 0.01%
1,196
808
$53.2K 0.01%
687
809
$52.8K 0.01%
881
810
$51.7K 0.01%
494
+5
811
$51.1K 0.01%
81
812
$50.8K 0.01%
749
813
$50.3K 0.01%
1,014
-112
814
$50.1K 0.01%
492
-777
815
$49.9K 0.01%
+1,649
816
$49.9K 0.01%
182
817
$49.7K 0.01%
2,158
-174
818
$49.4K 0.01%
146
819
$49.3K 0.01%
+1,275
820
$49K 0.01%
+2,402
821
$48.9K 0.01%
995
-55
822
$48.2K 0.01%
5,000
823
$48.2K 0.01%
+2,793
824
$48.1K 0.01%
3,000
825
$48.1K 0.01%
1,140
31 32
33
34 35