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
1201
$16.1K ﹤0.01%
175
1202
$16K ﹤0.01%
+539
1203
$15.9K ﹤0.01%
103
1204
$15.9K ﹤0.01%
474
-237
1205
$15.8K ﹤0.01%
1,000
1206
$15.6K ﹤0.01%
560
-100
1207
$15.6K ﹤0.01%
75
1208
$15.6K ﹤0.01%
370
+288
1209
$15.6K ﹤0.01%
182
-92
1210
$15.6K ﹤0.01%
2,710
1211
$15.4K ﹤0.01%
640
-109
1212
$15.4K ﹤0.01%
543
1213
$15.3K ﹤0.01%
+801
1214
$15.3K ﹤0.01%
243
1215
$15.2K ﹤0.01%
1,200
1216
$15.1K ﹤0.01%
600
1217
$15K ﹤0.01%
194
+1
1218
$15K ﹤0.01%
216
-493
1219
$15K ﹤0.01%
458
1220
$15K ﹤0.01%
+501
1221
$15K ﹤0.01%
87
1222
$15K ﹤0.01%
174
+1
1223
$14.9K ﹤0.01%
418
+130
1224
$14.8K ﹤0.01%
327
1225
$14.8K ﹤0.01%
90
-106
47 48
49
50 51