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
1251
$13K ﹤0.01%
1,040
+20
1252
$13K ﹤0.01%
+763
1253
$13K ﹤0.01%
211
+1
1254
$12.9K ﹤0.01%
463
+5
1255
$12.8K ﹤0.01%
+911
1256
$12.8K ﹤0.01%
31
-39
1257
$12.6K ﹤0.01%
100
-31
1258
$12.5K ﹤0.01%
50
1259
$12.5K ﹤0.01%
75
1260
$12.4K ﹤0.01%
+718
1261
$12.3K ﹤0.01%
329
1262
$12.3K ﹤0.01%
186
1263
$12.3K ﹤0.01%
305
-97
1264
$12.3K ﹤0.01%
1,320
-10,939
1265
$12.2K ﹤0.01%
317
-28
1266
$12.2K ﹤0.01%
651
1267
$12.1K ﹤0.01%
370
1268
$12.1K ﹤0.01%
482
+6
1269
$12.1K ﹤0.01%
3,164
-20
1270
$12.1K ﹤0.01%
70
1271
$12.1K ﹤0.01%
200
1272
$12.1K ﹤0.01%
300
1273
$12.1K ﹤0.01%
318
1274
$12.1K ﹤0.01%
250
-497
1275
$12K ﹤0.01%
200
49 50
51
52 53