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
1101
$26K ﹤0.01%
754
+8
1102
$25.9K ﹤0.01%
278
-1,712
1103
$25.9K ﹤0.01%
194
-13
1104
$25.3K ﹤0.01%
890
1105
$25.3K ﹤0.01%
2,303
+16
1106
$25.2K ﹤0.01%
+650
1107
$25.2K ﹤0.01%
87
1108
$25K ﹤0.01%
118
1109
$24.9K ﹤0.01%
577
+7
1110
$24.8K ﹤0.01%
311
1111
$24.8K ﹤0.01%
295
+1
1112
$24.8K ﹤0.01%
1,100
1113
$24.8K ﹤0.01%
196
1114
$24.7K ﹤0.01%
546
1115
$24.6K ﹤0.01%
233
+1
1116
$24.5K ﹤0.01%
+715
1117
$24.4K ﹤0.01%
805
-177
1118
$24.3K ﹤0.01%
123
+1
1119
$24.3K ﹤0.01%
285
+2
1120
$24.2K ﹤0.01%
310
+2
1121
$24.1K ﹤0.01%
423
-38
1122
$23.8K ﹤0.01%
96
+4
1123
$23.8K ﹤0.01%
302
-152
1124
$23.7K ﹤0.01%
470
-818
1125
$23.7K ﹤0.01%
474
+1
43 44
45
46 47