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
1151
$17.5K ﹤0.01%
446
1152
$17.5K ﹤0.01%
127
1153
$17.4K ﹤0.01%
342
1154
$17.3K ﹤0.01%
1,400
1155
$17.3K ﹤0.01%
275
1156
$17.2K ﹤0.01%
302
1157
$16.9K ﹤0.01%
598
1158
$16.9K ﹤0.01%
400
1159
$16.6K ﹤0.01%
123
-15
1160
$16.4K ﹤0.01%
750
1161
$16.4K ﹤0.01%
180
1162
$16.3K ﹤0.01%
538
1163
$16.1K ﹤0.01%
236
-196
1164
$16.1K ﹤0.01%
82
-8
1165
$15.8K ﹤0.01%
213
1166
$15.8K ﹤0.01%
1,000
1167
$15.8K ﹤0.01%
409
+1
1168
$15.6K ﹤0.01%
1,041
+92
1169
$15.5K ﹤0.01%
283
1170
$15.3K ﹤0.01%
300
1171
$15.2K ﹤0.01%
394
1172
$15.1K ﹤0.01%
37
1173
$15K ﹤0.01%
2,710
1174
$15K ﹤0.01%
327
1175
$15K ﹤0.01%
543