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
1351
$6.22K ﹤0.01%
517
1352
$6.21K ﹤0.01%
245
+200
1353
$6.17K ﹤0.01%
200
1354
$6.16K ﹤0.01%
200
1355
$6.11K ﹤0.01%
100
1356
$6.11K ﹤0.01%
1,128
+54
1357
$6.11K ﹤0.01%
118
1358
$6.11K ﹤0.01%
78
1359
$6.01K ﹤0.01%
103
-500
1360
$6.01K ﹤0.01%
100
-173
1361
$5.98K ﹤0.01%
122
1362
$5.96K ﹤0.01%
294
1363
$5.95K ﹤0.01%
+155
1364
$5.94K ﹤0.01%
317
1365
$5.9K ﹤0.01%
2,350
1366
$5.83K ﹤0.01%
300
1367
$5.83K ﹤0.01%
45
1368
$5.77K ﹤0.01%
50
1369
$5.76K ﹤0.01%
197
1370
$5.75K ﹤0.01%
200
1371
$5.75K ﹤0.01%
1,000
-500
1372
$5.75K ﹤0.01%
52
1373
$5.73K ﹤0.01%
48
1374
$5.7K ﹤0.01%
300
1375
$5.67K ﹤0.01%
500
-374
53 54
55
56 57