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
1226
$12K ﹤0.01%
84
1227
$12K ﹤0.01%
628
+13
1228
$11.9K ﹤0.01%
+400
1229
$11.8K ﹤0.01%
215
1230
$11.8K ﹤0.01%
500
1231
$11.8K ﹤0.01%
374
1232
$11.8K ﹤0.01%
200
1233
$11.7K ﹤0.01%
125
1234
$11.6K ﹤0.01%
469
+6
1235
$11.6K ﹤0.01%
185
1236
$11.5K ﹤0.01%
100
1237
$11.4K ﹤0.01%
+349
1238
$11.4K ﹤0.01%
300
1239
$11.2K ﹤0.01%
141
+2
1240
$11.2K ﹤0.01%
832
1241
$11.2K ﹤0.01%
112
-39
1242
$11.1K ﹤0.01%
313
1243
$11K ﹤0.01%
189
+2
1244
$11K ﹤0.01%
103
1245
$11K ﹤0.01%
+415
1246
$11K ﹤0.01%
485
1247
$10.9K ﹤0.01%
177
1248
$10.8K ﹤0.01%
100
1249
$10.8K ﹤0.01%
79
1250
$10.7K ﹤0.01%
446