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
801
$75K 0.01%
7,464
+6,464
802
$74.6K 0.01%
+2,389
803
$74.4K 0.01%
1,098
804
$74.2K 0.01%
1,825
805
$73.8K 0.01%
124
806
$73.3K 0.01%
1,000
807
$73.3K 0.01%
2,220
808
$73.3K 0.01%
2,800
809
$73.3K 0.01%
6,343
-3,687
810
$72.9K 0.01%
1,115
+7
811
$72.9K 0.01%
312
+1
812
$72.8K 0.01%
283
-38
813
$72.7K 0.01%
301
+129
814
$72.5K 0.01%
+1,718
815
$72.3K 0.01%
150
-55
816
$71.7K 0.01%
1,687
+633
817
$71.5K 0.01%
2,516
-123
818
$71.1K 0.01%
2,267
-31
819
$71.1K 0.01%
1,276
820
$70.9K 0.01%
3,542
+41
821
$70.5K 0.01%
+3,017
822
$70.4K 0.01%
78
823
$70.3K 0.01%
2,938
824
$70.2K 0.01%
755
825
$69.5K 0.01%
1,571
+23
31 32
33
34 35