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
1251
$10.6K ﹤0.01%
160
+1
1252
$10.6K ﹤0.01%
99
1253
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99
1254
$10.5K ﹤0.01%
75
1255
$10.5K ﹤0.01%
134
1256
$10.5K ﹤0.01%
303
1257
$10.5K ﹤0.01%
317
1258
$10.4K ﹤0.01%
282
+136
1259
$10.4K ﹤0.01%
271
1260
$10.4K ﹤0.01%
1,000
1261
$10.4K ﹤0.01%
281
1262
$10.3K ﹤0.01%
104
1263
$10.2K ﹤0.01%
484
-105
1264
$10.1K ﹤0.01%
3,400
1265
$10.1K ﹤0.01%
307
+72
1266
$10K ﹤0.01%
724
-38
1267
$9.77K ﹤0.01%
424
1268
$9.7K ﹤0.01%
+225
1269
$9.7K ﹤0.01%
213
+2
1270
$9.62K ﹤0.01%
51
1271
$9.6K ﹤0.01%
+72
1272
$9.52K ﹤0.01%
+450
1273
$9.44K ﹤0.01%
443
1274
$9.33K ﹤0.01%
209
+1
1275
$9.18K ﹤0.01%
108
+2