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
1276
$11.8K ﹤0.01%
315
+17
1277
$11.8K ﹤0.01%
231
-850
1278
$11.7K ﹤0.01%
379
+5
1279
$11.6K ﹤0.01%
144
-113
1280
$11.6K ﹤0.01%
100
1281
$11.5K ﹤0.01%
428
1282
$11.5K ﹤0.01%
146
1283
$11.4K ﹤0.01%
162
+1
1284
$11.4K ﹤0.01%
215
1285
$11.3K ﹤0.01%
158
1286
$11.3K ﹤0.01%
+581
1287
$11.3K ﹤0.01%
500
1288
$11.2K ﹤0.01%
973
-2,237
1289
$11.2K ﹤0.01%
7,194
1290
$11.1K ﹤0.01%
446
1291
$11K ﹤0.01%
4,000
1292
$10.9K ﹤0.01%
357
+105
1293
$10.7K ﹤0.01%
+433
1294
$10.6K ﹤0.01%
115
1295
$10.6K ﹤0.01%
288
1296
$10.5K ﹤0.01%
179
-2,500
1297
$10.4K ﹤0.01%
291
1298
$10.4K ﹤0.01%
149
1299
$10.3K ﹤0.01%
178
+1
1300
$10.3K ﹤0.01%
+400
50 51
52
53 54