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
$723M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,850
New
Increased
Reduced
Closed

Top Buys

1 +$5.05M
2 +$4.64M
3 +$3.74M
4
VZ icon
Verizon
VZ
+$1.92M
5
MMM icon
3M
MMM
+$1.6M

Sector Composition

1 Technology 11.32%
2 Energy 6.93%
3 Healthcare 6.17%
4 Financials 6.06%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1151
$10K ﹤0.01%
240
1152
$9.97K ﹤0.01%
9
1153
$9.95K ﹤0.01%
100
1154
$9.93K ﹤0.01%
750
1155
$9.82K ﹤0.01%
48
+12
1156
$9.8K ﹤0.01%
176
1157
$9.8K ﹤0.01%
100
1158
$9.75K ﹤0.01%
183
1159
$9.59K ﹤0.01%
37
1160
$9.55K ﹤0.01%
500
1161
$9.54K ﹤0.01%
106
1162
$9.49K ﹤0.01%
425
1163
$9.46K ﹤0.01%
63
1164
$9.43K ﹤0.01%
50
1165
$9.4K ﹤0.01%
455
+4
1166
$9.39K ﹤0.01%
+380
1167
$9.38K ﹤0.01%
250
1168
$9.37K ﹤0.01%
424
1169
$9.32K ﹤0.01%
380
1170
$9.27K ﹤0.01%
136
1171
$9.27K ﹤0.01%
51
1172
$9.26K ﹤0.01%
171
1173
$9.25K ﹤0.01%
+1,568
1174
$9.24K ﹤0.01%
443
+10
1175
$9.23K ﹤0.01%
270
+1