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
951
$47.6K ﹤0.01%
708
+3
952
$47.3K ﹤0.01%
964
-2,108
953
$47K ﹤0.01%
1,650
954
$46.9K ﹤0.01%
1,260
955
$46.1K ﹤0.01%
822
-465
956
$45.8K ﹤0.01%
923
-10,737
957
$45.8K ﹤0.01%
250
+114
958
$45.6K ﹤0.01%
136
959
$45.6K ﹤0.01%
902
-91
960
$45.5K ﹤0.01%
400
+200
961
$45.4K ﹤0.01%
2,478
+78
962
$45.4K ﹤0.01%
2,400
963
$45.4K ﹤0.01%
1,480
-17,600
964
$45.3K ﹤0.01%
281
965
$45.2K ﹤0.01%
161
+10
966
$45K ﹤0.01%
178
+1
967
$44.8K ﹤0.01%
155
-95
968
$44.6K ﹤0.01%
400
969
$44.6K ﹤0.01%
2,759
970
$44.5K ﹤0.01%
600
-29
971
$44.4K ﹤0.01%
549
972
$44.1K ﹤0.01%
+2,172
973
$43.7K ﹤0.01%
646
-104
974
$43.7K ﹤0.01%
2,360
975
$43.6K ﹤0.01%
658
+7
37 38
39
40 41