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SS

Sunbelt Securities Portfolio holdings

AUM $1.58B
1-Year Est. Return 29.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.04%
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
+$4.86M
2
+$4.71M
3
+$3.91M
4
VZ icon
Verizon
VZ
+$2M
5
MMM icon
3M
MMM
+$1.75M

Top Sells

1
+$1.71M
2
+$728K
3
+$564K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$504K
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$416K

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
1176
$9.02K ﹤0.01%
280
+267
1177
$9.01K ﹤0.01%
+82
1178
$8.99K ﹤0.01%
13
1179
$8.94K ﹤0.01%
150
1180
$8.9K ﹤0.01%
45
-68
1181
$8.9K ﹤0.01%
142
-186
1182
$8.82K ﹤0.01%
414
-2,315
1183
$8.81K ﹤0.01%
3,400
1184
$8.8K ﹤0.01%
550
1185
$8.79K ﹤0.01%
158
+1
1186
$8.75K ﹤0.01%
127
1187
$8.75K ﹤0.01%
157
+19
1188
$8.73K ﹤0.01%
104
1189
$8.71K ﹤0.01%
77
1190
$8.64K ﹤0.01%
200
1191
$8.41K ﹤0.01%
75
1192
$8.4K ﹤0.01%
101
+1
1193
$8.4K ﹤0.01%
120
1194
$8.38K ﹤0.01%
340
-200
1195
$8.33K ﹤0.01%
347
+53
1196
$8.32K ﹤0.01%
1,200
-2,647
1197
$8.31K ﹤0.01%
+263
1198
$8.29K ﹤0.01%
52
-96
1199
$8.28K ﹤0.01%
98
1200
$8.25K ﹤0.01%
519
-8
46 47
48
49 50