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
1101
$22.3K ﹤0.01%
223
1102
$22.3K ﹤0.01%
272
1103
$22.3K ﹤0.01%
+264
1104
$22.1K ﹤0.01%
+281
1105
$22.1K ﹤0.01%
555
1106
$22.1K ﹤0.01%
+291
1107
$22K ﹤0.01%
+160
1108
$21.9K ﹤0.01%
202
1109
$21.9K ﹤0.01%
266
1110
$21.9K ﹤0.01%
125
1111
$21.8K ﹤0.01%
+200
1112
$21.8K ﹤0.01%
465
1113
$21.7K ﹤0.01%
293
+1
1114
$21.6K ﹤0.01%
348
+3
1115
$21.6K ﹤0.01%
495
+8
1116
$21.6K ﹤0.01%
4,400
1117
$21.6K ﹤0.01%
732
1118
$21.5K ﹤0.01%
+1,400
1119
$21.5K ﹤0.01%
423
1120
$21.4K ﹤0.01%
360
1121
$21.4K ﹤0.01%
+185
1122
$21.3K ﹤0.01%
296
1123
$21.1K ﹤0.01%
434
1124
$21K ﹤0.01%
262
1125
$21K ﹤0.01%
274