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
$723M
AUM Growth
+$27.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,850
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.64M
3
+$3.74M
4
VZ icon
Verizon
VZ
+$1.92M
5
MMM icon
3M
MMM
+$1.6M

Top Sells

1
+$1.64M
2
+$680K
3
+$539K
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$489K
5
ONEQ icon
Fidelity Nasdaq Composite Index ETF
ONEQ
+$399K

Sector Composition

1 Technology 11.32%
2 Energy 6.93%
3 Healthcare 6.17%
4 Financials 6.06%
5 Industrials 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$3.56K ﹤0.01%
200
1377
$3.54K ﹤0.01%
57
1378
$3.52K ﹤0.01%
121
1379
$3.49K ﹤0.01%
32
1380
$3.49K ﹤0.01%
25
1381
$3.45K ﹤0.01%
200
1382
$3.45K ﹤0.01%
14
1383
$3.44K ﹤0.01%
40
1384
$3.33K ﹤0.01%
+36
1385
$3.31K ﹤0.01%
131
+1
1386
$3.3K ﹤0.01%
200
1387
$3.28K ﹤0.01%
+32
1388
$3.28K ﹤0.01%
59
1389
$3.24K ﹤0.01%
22
-210
1390
$3.21K ﹤0.01%
782
+10
1391
$3.21K ﹤0.01%
+9
1392
$3.16K ﹤0.01%
92
1393
$3.12K ﹤0.01%
53
1394
$3.11K ﹤0.01%
450
1395
$3.11K ﹤0.01%
+29
1396
$3.07K ﹤0.01%
129
1397
$3.06K ﹤0.01%
+15
1398
$3.06K ﹤0.01%
+61
1399
$3.04K ﹤0.01%
120
-1,200
1400
$3.03K ﹤0.01%
35
54 55
56
57 58