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
1276
$5.89K ﹤0.01%
128
+15
1277
$5.87K ﹤0.01%
52
-99
1278
$5.86K ﹤0.01%
48
1279
$5.82K ﹤0.01%
+100
1280
$5.81K ﹤0.01%
200
1281
$5.78K ﹤0.01%
44
1282
$5.77K ﹤0.01%
173
+169
1283
$5.67K ﹤0.01%
159
1284
$5.59K ﹤0.01%
400
-300
1285
$5.59K ﹤0.01%
135
-32
1286
$5.56K ﹤0.01%
69
+1
1287
$5.53K ﹤0.01%
30
1288
$5.5K ﹤0.01%
517
1289
$5.48K ﹤0.01%
58
1290
$5.47K ﹤0.01%
471
-464
1291
$5.43K ﹤0.01%
1,100
1292
$5.41K ﹤0.01%
+118
1293
$5.41K ﹤0.01%
194
1294
$5.33K ﹤0.01%
32
+17
1295
$5.32K ﹤0.01%
175
1296
$5.29K ﹤0.01%
+200
1297
$5.26K ﹤0.01%
197
+31
1298
$5.16K ﹤0.01%
500
1299
$5.15K ﹤0.01%
300
1300
$5.13K ﹤0.01%
150
+3
50 51
52
53 54