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
801
$88.1K 0.01%
8,007
-2,354
802
$87.9K 0.01%
1,998
803
$87.5K 0.01%
3,278
-50
804
$87.4K 0.01%
2,100
805
$86.3K 0.01%
1,720
+1
806
$86.3K 0.01%
897
807
$86.1K 0.01%
1,860
+349
808
$85.9K 0.01%
828
+311
809
$84.4K 0.01%
695
+2
810
$83.6K 0.01%
3,015
-6
811
$83.5K 0.01%
3,097
-3,090
812
$83.1K 0.01%
1,098
813
$82.8K 0.01%
2,143
814
$82.7K 0.01%
1,922
+423
815
$82.3K 0.01%
760
-89
816
$82.1K 0.01%
1,000
817
$81.3K 0.01%
400
+5
818
$81.1K 0.01%
1,952
-1,534
819
$81.1K 0.01%
3,350
-1,345
820
$80.7K 0.01%
367
821
$80.6K 0.01%
+2,400
822
$80.6K 0.01%
484
823
$80.3K 0.01%
395
824
$80K 0.01%
1,392
+1,309
825
$79.9K 0.01%
1,371
-408
31 32
33
34 35