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
1101
$12.7K ﹤0.01%
+503
1102
$12.6K ﹤0.01%
439
+4
1103
$12.5K ﹤0.01%
+700
1104
$12.4K ﹤0.01%
394
1105
$12.3K ﹤0.01%
144
1106
$12.3K ﹤0.01%
660
1107
$12.2K ﹤0.01%
95
+1
1108
$12.2K ﹤0.01%
69
1109
$12K ﹤0.01%
64
1110
$12K ﹤0.01%
181
+2
1111
$11.9K ﹤0.01%
100
1112
$11.9K ﹤0.01%
318
1113
$11.8K ﹤0.01%
150
1114
$11.7K ﹤0.01%
250
1115
$11.7K ﹤0.01%
1,300
1116
$11.7K ﹤0.01%
345
-97
1117
$11.6K ﹤0.01%
345
1118
$11.6K ﹤0.01%
2,350
1119
$11.6K ﹤0.01%
188
+1
1120
$11.5K ﹤0.01%
180
1121
$11.4K ﹤0.01%
137
+1
1122
$11.4K ﹤0.01%
+475
1123
$11.4K ﹤0.01%
433
-1,113
1124
$11.3K ﹤0.01%
539
+244
1125
$11.1K ﹤0.01%
161