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
1276
$9.12K ﹤0.01%
86
+1
1277
$9.04K ﹤0.01%
471
1278
$9.03K ﹤0.01%
200
1279
$9K ﹤0.01%
400
1280
$8.97K ﹤0.01%
367
+11
1281
$8.95K ﹤0.01%
100
1282
$8.94K ﹤0.01%
371
+4
1283
$8.89K ﹤0.01%
116
1284
$8.88K ﹤0.01%
202
-1,406
1285
$8.8K ﹤0.01%
71
1286
$8.73K ﹤0.01%
94
-36
1287
$8.62K ﹤0.01%
283
1288
$8.48K ﹤0.01%
48
1289
$8.47K ﹤0.01%
350
1290
$8.44K ﹤0.01%
47
1291
$8.37K ﹤0.01%
146
1292
$8.35K ﹤0.01%
+7,194
1293
$8.34K ﹤0.01%
224
1294
$8.3K ﹤0.01%
1,095
+50
1295
$8.22K ﹤0.01%
10
-71
1296
$8.22K ﹤0.01%
52
1297
$8.14K ﹤0.01%
217
1298
$8.14K ﹤0.01%
274
1299
$8.13K ﹤0.01%
163
-45
1300
$8.12K ﹤0.01%
162
50 51
52
53 54