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
1376
$5.66K ﹤0.01%
32
1377
$5.65K ﹤0.01%
3,406
-26
1378
$5.65K ﹤0.01%
29
+4
1379
$5.56K ﹤0.01%
12
1380
$5.51K ﹤0.01%
86
1381
$5.46K ﹤0.01%
85
1382
$5.35K ﹤0.01%
198
1383
$5.35K ﹤0.01%
389
1384
$5.3K ﹤0.01%
203
1385
$5.28K ﹤0.01%
+155
1386
$5.22K ﹤0.01%
242
1387
$5.22K ﹤0.01%
+89
1388
$5.18K ﹤0.01%
350
1389
$5.17K ﹤0.01%
92
1390
$5.14K ﹤0.01%
16
1391
$5.07K ﹤0.01%
1,030
1392
$5.05K ﹤0.01%
140
1393
$5.03K ﹤0.01%
+197
1394
$5.01K ﹤0.01%
98
1395
$4.96K ﹤0.01%
750
1396
$4.96K ﹤0.01%
+200
1397
$4.96K ﹤0.01%
388
+166
1398
$4.95K ﹤0.01%
970
-1,182
1399
$4.92K ﹤0.01%
282
1400
$4.92K ﹤0.01%
160