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
851
$61.9K 0.01%
1,706
-135
852
$61.9K 0.01%
10,857
+52
853
$61.7K 0.01%
2,330
854
$61.6K 0.01%
1,234
-69
855
$61.1K 0.01%
1,081
+200
856
$60.9K 0.01%
163
+105
857
$60.5K 0.01%
924
858
$60.2K 0.01%
1,496
+3
859
$59.6K 0.01%
1,632
860
$59.1K 0.01%
225
-1,493
861
$58.7K 0.01%
1,530
-1,985
862
$58.3K 0.01%
1,665
-104
863
$58.1K 0.01%
629
864
$58.1K 0.01%
364
+1
865
$58K 0.01%
1,894
+5
866
$57.8K 0.01%
1,178
-162
867
$57.6K 0.01%
+880
868
$57.5K 0.01%
3,296
-781
869
$57.4K 0.01%
173
-19
870
$57.3K 0.01%
300
871
$57.1K 0.01%
484
872
$56.6K 0.01%
2,600
873
$56.4K 0.01%
1,445
-31
874
$56.2K 0.01%
+3,478
875
$56.1K 0.01%
763
33 34
35
36 37