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
1026
$34.2K ﹤0.01%
+3,732
1027
$34.2K ﹤0.01%
164
+135
1028
$34.2K ﹤0.01%
604
-36
1029
$33.9K ﹤0.01%
+3,800
1030
$33.9K ﹤0.01%
1,217
1031
$33.8K ﹤0.01%
770
1032
$33.7K ﹤0.01%
110
-11
1033
$33.6K ﹤0.01%
285
+62
1034
$33.6K ﹤0.01%
1,086
+1
1035
$33.5K ﹤0.01%
576
-387
1036
$33.4K ﹤0.01%
507
1037
$32.7K ﹤0.01%
+1,975
1038
$32.5K ﹤0.01%
750
1039
$32.5K ﹤0.01%
768
+1
1040
$32.5K ﹤0.01%
1,099
-654
1041
$32.4K ﹤0.01%
352
1042
$32.3K ﹤0.01%
711
1043
$32.1K ﹤0.01%
8,768
1044
$32.1K ﹤0.01%
627
+2
1045
$32K ﹤0.01%
653
-397
1046
$31.9K ﹤0.01%
434
+2
1047
$31.6K ﹤0.01%
271
+1
1048
$31.4K ﹤0.01%
1,771
-412
1049
$31.4K ﹤0.01%
370
+336
1050
$31.3K ﹤0.01%
2,796
+1,464
40 41
42
43 44