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
901
$59.2K 0.01%
1,595
+161
902
$59.1K 0.01%
933
903
$58.5K 0.01%
767
904
$58.2K 0.01%
442
-228
905
$58.1K 0.01%
13,271
+13,251
906
$57.6K 0.01%
520
-56
907
$57.5K 0.01%
1,036
908
$57K 0.01%
8,336
909
$56.2K 0.01%
1,118
910
$55.4K ﹤0.01%
+1,550
911
$55.1K ﹤0.01%
1,700
912
$55K ﹤0.01%
1,109
-31
913
$54.9K ﹤0.01%
2,000
-500
914
$54.3K ﹤0.01%
315
-9
915
$54K ﹤0.01%
1,335
+634
916
$53.9K ﹤0.01%
6,850
-625
917
$52.4K ﹤0.01%
294
-8
918
$52.4K ﹤0.01%
701
+72
919
$52.3K ﹤0.01%
655
+1
920
$52K ﹤0.01%
2,563
921
$51.7K ﹤0.01%
1,100
922
$51.6K ﹤0.01%
2,101
-631
923
$51.4K ﹤0.01%
370
924
$51K ﹤0.01%
3,515
+262
925
$50.7K ﹤0.01%
1,540
+90
35 36
37
38 39