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
826
$69.3K 0.01%
651
-249
827
$68.8K 0.01%
2,222
828
$68.8K 0.01%
7,550
+3,175
829
$68.7K 0.01%
2,033
830
$68.7K 0.01%
1,511
+5
831
$68.6K 0.01%
1,500
+6
832
$68.4K 0.01%
2,102
833
$67.8K 0.01%
+1,998
834
$67.8K 0.01%
3,795
+1,318
835
$67.7K 0.01%
422
836
$67.5K 0.01%
342
837
$67.2K 0.01%
979
838
$66.7K 0.01%
+2,500
839
$66.2K 0.01%
919
-479
840
$65.8K 0.01%
1,938
841
$65.5K 0.01%
1,080
+110
842
$65.4K 0.01%
2,300
843
$65.2K 0.01%
493
-1,541
844
$64.1K 0.01%
1,350
-343
845
$64.1K 0.01%
10,000
846
$63.1K 0.01%
1,902
-3,658
847
$63K 0.01%
360
848
$62.3K 0.01%
1,075
849
$62K 0.01%
275
850
$62K 0.01%
2,724
32 33
34
35 36