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
826
$79.5K 0.01%
779
-111
827
$79.4K 0.01%
10,844
+8,470
828
$79.2K 0.01%
233
-447
829
$79.1K 0.01%
688
-104
830
$79K 0.01%
213
-442
831
$78.9K 0.01%
2,220
832
$78.3K 0.01%
1,544
-29
833
$77.3K 0.01%
303
+175
834
$76.2K 0.01%
2,042
+615
835
$75.8K 0.01%
965
836
$75.8K 0.01%
2,298
837
$75K 0.01%
648
838
$74.7K 0.01%
8,000
839
$74.2K 0.01%
722
+662
840
$73.9K 0.01%
842
-150
841
$73.8K 0.01%
123
-43
842
$73.7K 0.01%
981
843
$73.5K 0.01%
2,950
+850
844
$73.4K 0.01%
344
+1
845
$73.1K 0.01%
701
-12
846
$72.7K 0.01%
1,294
+602
847
$72.5K 0.01%
6,900
-1,157
848
$72.2K 0.01%
2,650
+750
849
$71.8K 0.01%
378
-250
850
$71.8K 0.01%
8,249
+246
32 33
34
35 36