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
876
$55.7K 0.01%
780
877
$55.6K 0.01%
1,157
-293
878
$55.1K 0.01%
695
-156
879
$55.1K 0.01%
2,563
+2,552
880
$55K 0.01%
395
881
$54.9K 0.01%
4,663
+163
882
$54.6K 0.01%
+3,014
883
$54.5K 0.01%
1,430
884
$54.5K 0.01%
262
+46
885
$54.4K 0.01%
1,198
-24
886
$53.9K 0.01%
554
+1
887
$53.7K 0.01%
1,036
888
$53.7K 0.01%
+2,430
889
$53.3K 0.01%
2,362
890
$53.2K 0.01%
178
-56
891
$53.1K 0.01%
468
892
$51.3K 0.01%
3,000
893
$50.8K 0.01%
532
-17
894
$50.8K 0.01%
1,054
895
$50.6K 0.01%
+2,800
896
$50.6K 0.01%
2,000
897
$50.5K 0.01%
731
898
$50.3K 0.01%
1,833
+20
899
$50.3K 0.01%
703
+3
900
$50.3K 0.01%
1,499
-360
34 35
36
37 38