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
$978M
AUM Growth
+$81.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,834
New
Increased
Reduced
Closed

Top Buys

1
+$5.07M
2
+$3.72M
3
+$3.66M
4
XOM icon
Exxon Mobil
XOM
+$3.15M
5
AMD icon
Advanced Micro Devices
AMD
+$2.24M

Top Sells

1
+$2.02M
2
+$692K
3
+$677K
4
FXI icon
iShares China Large-Cap ETF
FXI
+$577K
5
EIS icon
iShares MSCI Israel ETF
EIS
+$564K

Sector Composition

1 Technology 14.66%
2 Energy 5.99%
3 Industrials 5.77%
4 Financials 5.64%
5 Healthcare 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$26.6K ﹤0.01%
950
1052
$26.5K ﹤0.01%
317
1053
$26.4K ﹤0.01%
166
1054
$26.3K ﹤0.01%
1,000
1055
$26K ﹤0.01%
440
1056
$25.9K ﹤0.01%
310
-2
1057
$25.9K ﹤0.01%
1,106
+8
1058
$25.9K ﹤0.01%
700
1059
$25.9K ﹤0.01%
200
1060
$25.9K ﹤0.01%
87
1061
$25.9K ﹤0.01%
545
+168
1062
$25.8K ﹤0.01%
+1,160
1063
$25.6K ﹤0.01%
177
1064
$25.6K ﹤0.01%
+829
1065
$25.4K ﹤0.01%
1,100
1066
$25.4K ﹤0.01%
495
-7
1067
$25.4K ﹤0.01%
735
+17
1068
$25.4K ﹤0.01%
423
-81
1069
$25.3K ﹤0.01%
905
1070
$24.8K ﹤0.01%
2,550
1071
$24.7K ﹤0.01%
209
1072
$24.6K ﹤0.01%
332
1073
$24.5K ﹤0.01%
1,924
1074
$24.4K ﹤0.01%
108
-92
1075
$24.2K ﹤0.01%
2,000
41 42
43
44 45