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
1376
$7.15K ﹤0.01%
20
1377
$7K ﹤0.01%
+100
1378
$6.96K ﹤0.01%
175
1379
$6.92K ﹤0.01%
33
-17
1380
$6.83K ﹤0.01%
48
1381
$6.82K ﹤0.01%
117
-104
1382
$6.8K ﹤0.01%
62
1383
$6.79K ﹤0.01%
348
+48
1384
$6.78K ﹤0.01%
536
1385
$6.78K ﹤0.01%
78
1386
$6.76K ﹤0.01%
86
-4
1387
$6.7K ﹤0.01%
174
1388
$6.65K ﹤0.01%
230
1389
$6.61K ﹤0.01%
200
1390
$6.58K ﹤0.01%
33
1391
$6.55K ﹤0.01%
118
1392
$6.52K ﹤0.01%
57
1393
$6.42K ﹤0.01%
+581
1394
$6.34K ﹤0.01%
36
+30
1395
$6.32K ﹤0.01%
1,251
+66
1396
$6.3K ﹤0.01%
280
1397
$6.25K ﹤0.01%
155
-245
1398
$6.13K ﹤0.01%
443
1399
$6.1K ﹤0.01%
5
1400
$6.06K ﹤0.01%
37
-113
54 55
56
57 58