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
851
$71.6K 0.01%
477
852
$71.6K 0.01%
103
-121
853
$71.6K 0.01%
2,895
-3,586
854
$71.5K 0.01%
3,071
-1,465
855
$71.4K 0.01%
2,985
856
$70.6K 0.01%
1,137
+2
857
$70.5K 0.01%
1,164
-93
858
$70.5K 0.01%
3,206
859
$70.2K 0.01%
5,309
-720
860
$70.1K 0.01%
755
861
$69.8K 0.01%
300
-17
862
$69.5K 0.01%
2,525
+25
863
$69.3K 0.01%
1,131
864
$69.1K 0.01%
153
-8
865
$68.9K 0.01%
572
-1,891
866
$68K 0.01%
2,840
+2,003
867
$68K 0.01%
310
+1
868
$68K 0.01%
1,129
869
$67.9K 0.01%
2,300
870
$67.8K 0.01%
1,353
+1
871
$67.8K 0.01%
1,075
872
$67.2K 0.01%
+83,999
873
$65.9K 0.01%
1,811
+31
874
$65.2K 0.01%
+5,000
875
$65.1K 0.01%
2,362
+26
33 34
35
36 37