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
$723M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,850
New
Increased
Reduced
Closed

Top Buys

1 +$5.05M
2 +$4.64M
3 +$3.74M
4
VZ icon
Verizon
VZ
+$1.92M
5
MMM icon
3M
MMM
+$1.6M

Sector Composition

1 Technology 11.32%
2 Energy 6.93%
3 Healthcare 6.17%
4 Financials 6.06%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1051
$16.4K ﹤0.01%
406
+200
1052
$16.4K ﹤0.01%
121
1053
$16.3K ﹤0.01%
2,428
+27
1054
$16.3K ﹤0.01%
220
1055
$16.2K ﹤0.01%
967
1056
$16.2K ﹤0.01%
500
1057
$16.1K ﹤0.01%
555
1058
$16.1K ﹤0.01%
491
+11
1059
$16K ﹤0.01%
919
1060
$15.9K ﹤0.01%
205
+1
1061
$15.9K ﹤0.01%
269
1062
$15.8K ﹤0.01%
525
1063
$15.8K ﹤0.01%
213
+30
1064
$15.7K ﹤0.01%
176
1065
$15.7K ﹤0.01%
274
1066
$15.5K ﹤0.01%
+308
1067
$15.2K ﹤0.01%
1,677
+677
1068
$15.2K ﹤0.01%
264
1069
$14.9K ﹤0.01%
4,000
1070
$14.8K ﹤0.01%
750
1071
$14.8K ﹤0.01%
207
1072
$14.7K ﹤0.01%
+1,000
1073
$14.7K ﹤0.01%
216
-54
1074
$14.6K ﹤0.01%
1,400
1075
$14.5K ﹤0.01%
377
+140