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
1076
$28.6K ﹤0.01%
700
1077
$28.5K ﹤0.01%
1,080
1078
$28.5K ﹤0.01%
3,850
1079
$28.2K ﹤0.01%
226
+17
1080
$28.2K ﹤0.01%
549
1081
$28.1K ﹤0.01%
40
1082
$28K ﹤0.01%
258
-78
1083
$27.9K ﹤0.01%
481
-75
1084
$27.9K ﹤0.01%
301
-2,258
1085
$27.8K ﹤0.01%
116
-81
1086
$27.7K ﹤0.01%
112
-18
1087
$27.5K ﹤0.01%
+2,729
1088
$27.5K ﹤0.01%
161
1089
$27.4K ﹤0.01%
400
-680
1090
$27.4K ﹤0.01%
400
1091
$27.2K ﹤0.01%
1,177
+627
1092
$27.1K ﹤0.01%
1,629
1093
$27K ﹤0.01%
173
1094
$27K ﹤0.01%
73
1095
$26.9K ﹤0.01%
177
1096
$26.4K ﹤0.01%
1,000
+800
1097
$26.3K ﹤0.01%
134
1098
$26.3K ﹤0.01%
346
1099
$26.2K ﹤0.01%
555
+4
1100
$26.2K ﹤0.01%
1,987
-801
42 43
44
45 46