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
1151
$21.8K ﹤0.01%
465
1152
$21.8K ﹤0.01%
2,578
+38
1153
$21.7K ﹤0.01%
740
+3
1154
$21.4K ﹤0.01%
2,300
1155
$21.3K ﹤0.01%
780
+1
1156
$21.2K ﹤0.01%
+360
1157
$21.2K ﹤0.01%
272
+3
1158
$21K ﹤0.01%
+121
1159
$20.9K ﹤0.01%
600
1160
$20.9K ﹤0.01%
+503
1161
$20.7K ﹤0.01%
557
+2
1162
$20.6K ﹤0.01%
239
-54
1163
$20.4K ﹤0.01%
273
1164
$20.4K ﹤0.01%
360
1165
$20.3K ﹤0.01%
720
1166
$20.2K ﹤0.01%
600
1167
$20.2K ﹤0.01%
200
-2,875
1168
$20.1K ﹤0.01%
485
1169
$20.1K ﹤0.01%
981
1170
$20.1K ﹤0.01%
369
+90
1171
$20.1K ﹤0.01%
209
+1
1172
$19.9K ﹤0.01%
108
1173
$19.8K ﹤0.01%
+194
1174
$19.5K ﹤0.01%
194
1175
$19.5K ﹤0.01%
313
45 46
47
48 49