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
$723M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,850
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.64M
3
+$3.74M
4
VZ icon
Verizon
VZ
+$1.92M
5
MMM icon
3M
MMM
+$1.6M

Top Sells

1
+$1.64M
2
+$680K
3
+$539K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$489K
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$399K

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
1226
$7.36K ﹤0.01%
160
-40
1227
$7.35K ﹤0.01%
152
+105
1228
$7.34K ﹤0.01%
+16
1229
$7.34K ﹤0.01%
+278
1230
$7.33K ﹤0.01%
1,500
1231
$7.27K ﹤0.01%
75
+21
1232
$7.2K ﹤0.01%
1,600
1233
$7.16K ﹤0.01%
389
1234
$7.04K ﹤0.01%
206
+2
1235
$6.93K ﹤0.01%
423
+8
1236
$6.93K ﹤0.01%
+217
1237
$6.91K ﹤0.01%
144
1238
$6.89K ﹤0.01%
1,030
+1,000
1239
$6.86K ﹤0.01%
+120
1240
$6.79K ﹤0.01%
157
1241
$6.77K ﹤0.01%
224
1242
$6.73K ﹤0.01%
350
1243
$6.69K ﹤0.01%
118
1244
$6.68K ﹤0.01%
+199
1245
$6.59K ﹤0.01%
100
1246
$6.55K ﹤0.01%
475
1247
$6.52K ﹤0.01%
350
1248
$6.5K ﹤0.01%
+77
1249
$6.49K ﹤0.01%
244
-50
1250
$6.47K ﹤0.01%
200
48 49
50
51 52