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
$71.1M
AUM Growth
-$2.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$297K
2
+$257K
3
+$220K
4
WOLF icon
Wolfspeed
WOLF
+$213K
5
ABBV icon
AbbVie
ABBV
+$210K

Top Sells

1
+$935K
2
+$763K
3
+$552K
4
IBM icon
IBM
IBM
+$448K
5
CONN
Conn's Inc.
CONN
+$421K

Sector Composition

1 Financials 34.83%
2 Industrials 11.15%
3 Technology 10.14%
4 Energy 9.51%
5 Healthcare 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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124
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