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
876
$64.7K 0.01%
1,706
877
$64.2K 0.01%
1,402
+5
878
$63.8K 0.01%
1,309
-1,804
879
$63.7K 0.01%
2,002
880
$63.7K 0.01%
548
+2
881
$63.7K 0.01%
2,839
-2,068
882
$63.1K 0.01%
495
+173
883
$63.1K 0.01%
648
-3
884
$63.1K 0.01%
300
885
$63K 0.01%
1,904
+5
886
$62.9K 0.01%
2,615
+12
887
$62.9K 0.01%
10,961
+51
888
$62.9K 0.01%
1,632
889
$62.6K 0.01%
1,770
890
$62.1K 0.01%
3,274
891
$61.8K 0.01%
819
-54
892
$61.5K 0.01%
3,105
+1
893
$61.2K 0.01%
270
-42
894
$60.8K 0.01%
880
895
$60.7K 0.01%
3,608
-233
896
$60.6K 0.01%
294
+250
897
$60.3K 0.01%
1,530
-1,985
898
$59.8K 0.01%
2,040
-3,572
899
$59.5K 0.01%
1,430
900
$59.5K 0.01%
2,302
-610
34 35
36
37 38