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
976
$43.5K ﹤0.01%
270
+191
977
$43.2K ﹤0.01%
376
-58
978
$42.8K ﹤0.01%
1,700
979
$42.6K ﹤0.01%
880
+1
980
$42.4K ﹤0.01%
16,700
981
$42.3K ﹤0.01%
293
982
$42.3K ﹤0.01%
849
+304
983
$42K ﹤0.01%
+2,000
984
$41.9K ﹤0.01%
582
-166
985
$41.8K ﹤0.01%
186
-89
986
$41.6K ﹤0.01%
726
+451
987
$41.5K ﹤0.01%
538
+202
988
$41.5K ﹤0.01%
3,254
-16,506
989
$41.4K ﹤0.01%
1,000
990
$40.9K ﹤0.01%
310
991
$40.4K ﹤0.01%
317
992
$40K ﹤0.01%
292
993
$39.9K ﹤0.01%
+1,550
994
$39.5K ﹤0.01%
1,652
+9
995
$39.4K ﹤0.01%
1,022
-225
996
$39.3K ﹤0.01%
1,061
997
$39.2K ﹤0.01%
10,000
998
$39.2K ﹤0.01%
502
999
$38.5K ﹤0.01%
142
+45
1000
$38.3K ﹤0.01%
759
38 39
40
41 42