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
1226
$14.7K ﹤0.01%
283
1227
$14.6K ﹤0.01%
660
1228
$14.6K ﹤0.01%
217
1229
$14.3K ﹤0.01%
100
-17
1230
$14.3K ﹤0.01%
313
1231
$14.2K ﹤0.01%
345
1232
$14.2K ﹤0.01%
236
-100
1233
$14.1K ﹤0.01%
188
-25
1234
$14.1K ﹤0.01%
117
+1
1235
$14.1K ﹤0.01%
494
1236
$13.8K ﹤0.01%
37
-5
1237
$13.8K ﹤0.01%
110
-64
1238
$13.8K ﹤0.01%
13
1239
$13.7K ﹤0.01%
313
1240
$13.7K ﹤0.01%
250
1241
$13.6K ﹤0.01%
430
1242
$13.6K ﹤0.01%
506
-212
1243
$13.6K ﹤0.01%
227
-341
1244
$13.5K ﹤0.01%
2,000
1245
$13.4K ﹤0.01%
99
1246
$13.4K ﹤0.01%
65
-5,556
1247
$13.4K ﹤0.01%
172
-110
1248
$13.3K ﹤0.01%
36
+29
1249
$13.1K ﹤0.01%
+175
1250
$13K ﹤0.01%
273
48 49
50
51 52