SS

Sunbelt Securities Portfolio holdings

AUM $1.45B
1-Year Est. Return 19.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.65%
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 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1301
$10.1K ﹤0.01%
338
1302
$10.1K ﹤0.01%
126
1303
$10.1K ﹤0.01%
1,200
+53
1304
$10K ﹤0.01%
500
1305
$9.97K ﹤0.01%
450
1306
$9.95K ﹤0.01%
100
1307
$9.95K ﹤0.01%
100
1308
$9.86K ﹤0.01%
3,400
1309
$9.83K ﹤0.01%
+212
1310
$9.82K ﹤0.01%
+776
1311
$9.76K ﹤0.01%
525
1312
$9.74K ﹤0.01%
230
1313
$9.66K ﹤0.01%
16
1314
$9.64K ﹤0.01%
+134
1315
$9.62K ﹤0.01%
282
-25
1316
$9.61K ﹤0.01%
424
1317
$9.56K ﹤0.01%
254
1318
$9.35K ﹤0.01%
475
1319
$9.33K ﹤0.01%
215
+2
1320
$9.27K ﹤0.01%
+500
1321
$9.26K ﹤0.01%
433
+1
1322
$9.25K ﹤0.01%
200
1323
$9.2K ﹤0.01%
400
1324
$9.16K ﹤0.01%
+54
1325
$9.16K ﹤0.01%
56
51 52
53
54 55