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
1126
$20.8K ﹤0.01%
83
1127
$20.7K ﹤0.01%
81
-35
1128
$20.7K ﹤0.01%
600
1129
$20.6K ﹤0.01%
2,511
+29
1130
$20.4K ﹤0.01%
269
1131
$19.8K ﹤0.01%
835
+2
1132
$19.7K ﹤0.01%
2,280
1133
$19.7K ﹤0.01%
723
+56
1134
$19.6K ﹤0.01%
525
1135
$19.5K ﹤0.01%
354
-2
1136
$19.4K ﹤0.01%
263
-34
1137
$19.3K ﹤0.01%
194
-45
1138
$19.3K ﹤0.01%
870
1139
$19.1K ﹤0.01%
700
1140
$19K ﹤0.01%
768
1141
$18.9K ﹤0.01%
540
1142
$18.8K ﹤0.01%
242
1143
$18.6K ﹤0.01%
207
-228
1144
$18.3K ﹤0.01%
363
-113
1145
$18.3K ﹤0.01%
120
+6
1146
$18.2K ﹤0.01%
1,331
+1
1147
$18.2K ﹤0.01%
660
-497
1148
$18K ﹤0.01%
850
-300
1149
$17.8K ﹤0.01%
500
1150
$17.6K ﹤0.01%
406
44 45
46
47 48