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
1126
$23.7K ﹤0.01%
1,059
-1,303
1127
$23.6K ﹤0.01%
653
-19
1128
$23.5K ﹤0.01%
204
1129
$23.2K ﹤0.01%
2,550
1130
$23.2K ﹤0.01%
935
1131
$23.2K ﹤0.01%
425
1132
$23.2K ﹤0.01%
750
1133
$23K ﹤0.01%
1,367
1134
$23K ﹤0.01%
332
1135
$23K ﹤0.01%
593
-12,683
1136
$22.8K ﹤0.01%
1,823
-512
1137
$22.7K ﹤0.01%
1,200
1138
$22.7K ﹤0.01%
374
+50
1139
$22.6K ﹤0.01%
512
+10
1140
$22.5K ﹤0.01%
400
1141
$22.5K ﹤0.01%
300
+5
1142
$22.5K ﹤0.01%
2,000
1143
$22.5K ﹤0.01%
498
+1
1144
$22.3K ﹤0.01%
65
-91
1145
$22.3K ﹤0.01%
166
1146
$22.2K ﹤0.01%
274
1147
$22.2K ﹤0.01%
263
1148
$22.2K ﹤0.01%
244
+123
1149
$21.8K ﹤0.01%
3,901
-673
1150
$21.8K ﹤0.01%
1,536
44 45
46
47 48