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
1176
$19.5K ﹤0.01%
2,280
1177
$19.5K ﹤0.01%
220
-95
1178
$19.2K ﹤0.01%
108
1179
$18.7K ﹤0.01%
1,100
1180
$18.6K ﹤0.01%
262
1181
$18.5K ﹤0.01%
82
1182
$18.5K ﹤0.01%
542
+2
1183
$18.5K ﹤0.01%
629
+204
1184
$18.5K ﹤0.01%
204
-35
1185
$18.2K ﹤0.01%
339
-33
1186
$18.1K ﹤0.01%
252
-2,100
1187
$18.1K ﹤0.01%
415
+5
1188
$17.8K ﹤0.01%
816
-2,664
1189
$17.7K ﹤0.01%
543
-1,378
1190
$17.6K ﹤0.01%
525
-40
1191
$17.5K ﹤0.01%
3,610
1192
$17.5K ﹤0.01%
769
-3
1193
$17.4K ﹤0.01%
354
1194
$17.4K ﹤0.01%
118
1195
$17.1K ﹤0.01%
849
+474
1196
$17K ﹤0.01%
1,400
1197
$16.9K ﹤0.01%
400
1198
$16.5K ﹤0.01%
34
-82
1199
$16.5K ﹤0.01%
286
-8
1200
$16.5K ﹤0.01%
515
-263
46 47
48
49 50