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
$794M
AUM Growth
+$71.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,826
New
Increased
Reduced
Closed

Top Buys

1 +$2.54M
2 +$1.9M
3 +$1.84M
4
CGDV icon
Capital Group Dividend Value ETF
CGDV
+$1.8M
5
C icon
Citigroup
C
+$1.7M

Top Sells

1 +$2.55M
2 +$1.43M
3 +$1.33M
4
ATVI
Activision Blizzard
ATVI
+$1.28M
5
RNG icon
RingCentral
RNG
+$1.07M

Sector Composition

1 Technology 11.66%
2 Financials 6.16%
3 Energy 6%
4 Healthcare 5.78%
5 Industrials 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1126
$12.6K ﹤0.01%
79
1127
$12.5K ﹤0.01%
345
1128
$12.5K ﹤0.01%
874
+27
1129
$12.5K ﹤0.01%
345
1130
$12.5K ﹤0.01%
64
1131
$12.4K ﹤0.01%
1,000
1132
$12.2K ﹤0.01%
161
1133
$12K ﹤0.01%
125
1134
$12K ﹤0.01%
200
1135
$12K ﹤0.01%
443
+9
1136
$12K ﹤0.01%
69
+1
1137
$11.8K ﹤0.01%
82
1138
$11.6K ﹤0.01%
+550
1139
$11.6K ﹤0.01%
37
1140
$11.6K ﹤0.01%
106
1141
$11.5K ﹤0.01%
240
1142
$11.4K ﹤0.01%
387
1143
$11.4K ﹤0.01%
600
1144
$11.4K ﹤0.01%
500
1145
$11.4K ﹤0.01%
456
+6
1146
$11.3K ﹤0.01%
1,300
1147
$11.1K ﹤0.01%
51
1148
$11K ﹤0.01%
136
1149
$10.9K ﹤0.01%
1,568
1150
$10.8K ﹤0.01%
13