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
1201
$13.4K ﹤0.01%
345
1202
$13.3K ﹤0.01%
1,005
+5
1203
$13.3K ﹤0.01%
200
1204
$13.2K ﹤0.01%
178
1205
$13.2K ﹤0.01%
453
+5
1206
$13.2K ﹤0.01%
304
1207
$13K ﹤0.01%
39
+34
1208
$13K ﹤0.01%
305
-235
1209
$13K ﹤0.01%
172
1210
$12.9K ﹤0.01%
136
1211
$12.9K ﹤0.01%
250
1212
$12.9K ﹤0.01%
450
+368
1213
$12.9K ﹤0.01%
70
1214
$12.8K ﹤0.01%
570
1215
$12.8K ﹤0.01%
273
1216
$12.7K ﹤0.01%
655
1217
$12.7K ﹤0.01%
87
1218
$12.6K ﹤0.01%
631
-50
1219
$12.4K ﹤0.01%
50
1220
$12.4K ﹤0.01%
345
1221
$12.3K ﹤0.01%
750
1222
$12.2K ﹤0.01%
+434
1223
$12.2K ﹤0.01%
+425
1224
$12K ﹤0.01%
3,184
+3,164
1225
$12K ﹤0.01%
550