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
926
$50.7K ﹤0.01%
905
+3
927
$50.7K ﹤0.01%
3,105
+12
928
$50.5K ﹤0.01%
+2,331
929
$50.3K ﹤0.01%
720
930
$50.2K ﹤0.01%
212
+1
931
$50.1K ﹤0.01%
500
932
$50K ﹤0.01%
3,086
933
$49.9K ﹤0.01%
+2,711
934
$49.8K ﹤0.01%
3,000
935
$49.8K ﹤0.01%
1,834
936
$49.6K ﹤0.01%
+2,236
937
$49.2K ﹤0.01%
2,493
+2,253
938
$49.1K ﹤0.01%
1,900
+850
939
$49K ﹤0.01%
893
940
$48.9K ﹤0.01%
169
+142
941
$48.8K ﹤0.01%
103
-6
942
$48.6K ﹤0.01%
416
+2
943
$48.6K ﹤0.01%
3,500
944
$48.5K ﹤0.01%
3,575
+100
945
$48.5K ﹤0.01%
2,030
946
$48.3K ﹤0.01%
887
-119
947
$48.3K ﹤0.01%
4,321
-343
948
$48K ﹤0.01%
174
-42
949
$47.8K ﹤0.01%
1,485
-295
950
$47.7K ﹤0.01%
1,063
36 37
38
39 40