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
1151
$10.7K ﹤0.01%
485
-200
1152
$10.7K ﹤0.01%
300
1153
$10.7K ﹤0.01%
832
-25
1154
$10.6K ﹤0.01%
3,400
1155
$10.6K ﹤0.01%
1,100
1156
$10.6K ﹤0.01%
172
+44
1157
$10.4K ﹤0.01%
208
1158
$10.4K ﹤0.01%
184
+1
1159
$10.4K ﹤0.01%
103
+1
1160
$10.3K ﹤0.01%
364
+3
1161
$10.3K ﹤0.01%
690
+670
1162
$10.3K ﹤0.01%
213
+1
1163
$10.3K ﹤0.01%
500
-3,040
1164
$10.2K ﹤0.01%
75
1165
$10.1K ﹤0.01%
279
-696
1166
$10.1K ﹤0.01%
424
1167
$10.1K ﹤0.01%
674
+251
1168
$10K ﹤0.01%
177
+1
1169
$10K ﹤0.01%
250
1170
$9.99K ﹤0.01%
50
1171
$9.97K ﹤0.01%
104
1172
$9.91K ﹤0.01%
270
1173
$9.85K ﹤0.01%
171
+25
1174
$9.83K ﹤0.01%
444
+1
1175
$9.78K ﹤0.01%
19
+3
45 46
47
48 49