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
1351
$8.1K ﹤0.01%
162
+2
1352
$8.03K ﹤0.01%
+100
1353
$8.02K ﹤0.01%
169
1354
$8.01K ﹤0.01%
100
1355
$7.98K ﹤0.01%
117
+1
1356
$7.94K ﹤0.01%
103
1357
$7.8K ﹤0.01%
6
1358
$7.78K ﹤0.01%
162
1359
$7.77K ﹤0.01%
100
1360
$7.76K ﹤0.01%
79
1361
$7.75K ﹤0.01%
242
-36
1362
$7.74K ﹤0.01%
+3,000
1363
$7.67K ﹤0.01%
86
+44
1364
$7.64K ﹤0.01%
+700
1365
$7.62K ﹤0.01%
105
1366
$7.58K ﹤0.01%
150
1367
$7.48K ﹤0.01%
100
1368
$7.48K ﹤0.01%
72
1369
$7.46K ﹤0.01%
159
+3
1370
$7.46K ﹤0.01%
245
1371
$7.32K ﹤0.01%
+150
1372
$7.25K ﹤0.01%
69
1373
$7.24K ﹤0.01%
53
+1
1374
$7.24K ﹤0.01%
122
1375
$7.17K ﹤0.01%
26
53 54
55
56 57