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
1051
$31.1K ﹤0.01%
79
+69
1052
$31K ﹤0.01%
1,437
+687
1053
$31K ﹤0.01%
1,380
-568
1054
$30.8K ﹤0.01%
+530
1055
$30.7K ﹤0.01%
1,924
1056
$30.7K ﹤0.01%
91
-20
1057
$30.6K ﹤0.01%
300
+256
1058
$30.4K ﹤0.01%
124
-454
1059
$30.4K ﹤0.01%
896
-257
1060
$30.2K ﹤0.01%
2,000
1061
$30.1K ﹤0.01%
1,284
1062
$30K ﹤0.01%
118
1063
$30K ﹤0.01%
+1,000
1064
$29.8K ﹤0.01%
222
+192
1065
$29.7K ﹤0.01%
1,300
1066
$29.4K ﹤0.01%
280
-17
1067
$29.3K ﹤0.01%
2,566
+2
1068
$29.3K ﹤0.01%
603
-556
1069
$29.2K ﹤0.01%
266
-72
1070
$29.2K ﹤0.01%
575
-150
1071
$29.1K ﹤0.01%
935
1072
$29.1K ﹤0.01%
269
1073
$29K ﹤0.01%
125
1074
$29K ﹤0.01%
249
-43
1075
$28.8K ﹤0.01%
+80
41 42
43
44 45