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
1326
$9.11K ﹤0.01%
254
-122
1327
$9.08K ﹤0.01%
120
-151
1328
$9.04K ﹤0.01%
606
1329
$8.89K ﹤0.01%
+212
1330
$8.87K ﹤0.01%
100
1331
$8.69K ﹤0.01%
350
1332
$8.69K ﹤0.01%
58
1333
$8.61K ﹤0.01%
57
-238
1334
$8.59K ﹤0.01%
24
1335
$8.56K ﹤0.01%
400
1336
$8.52K ﹤0.01%
50
1337
$8.46K ﹤0.01%
94
1338
$8.39K ﹤0.01%
123
1339
$8.37K ﹤0.01%
325
1340
$8.36K ﹤0.01%
45
1341
$8.26K ﹤0.01%
220
1342
$8.25K ﹤0.01%
350
1343
$8.24K ﹤0.01%
143
-44
1344
$8.21K ﹤0.01%
177
-202
1345
$8.19K ﹤0.01%
170
+78
1346
$8.19K ﹤0.01%
+60
1347
$8.18K ﹤0.01%
274
1348
$8.17K ﹤0.01%
35
1349
$8.14K ﹤0.01%
163
1350
$8.12K ﹤0.01%
162
52 53
54
55 56