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
1401
$6.05K ﹤0.01%
95
1402
$5.98K ﹤0.01%
317
1403
$5.93K ﹤0.01%
111
1404
$5.9K ﹤0.01%
32
1405
$5.85K ﹤0.01%
431
-24
1406
$5.82K ﹤0.01%
50
1407
$5.8K ﹤0.01%
44
-183
1408
$5.72K ﹤0.01%
200
1409
$5.7K ﹤0.01%
12
1410
$5.7K ﹤0.01%
33
-662
1411
$5.69K ﹤0.01%
257
-200
1412
$5.69K ﹤0.01%
155
1413
$5.67K ﹤0.01%
282
1414
$5.67K ﹤0.01%
197
1415
$5.66K ﹤0.01%
1,030
1416
$5.46K ﹤0.01%
120
-1,079
1417
$5.45K ﹤0.01%
110
1418
$5.44K ﹤0.01%
200
1419
$5.41K ﹤0.01%
16
1420
$5.4K ﹤0.01%
350
1421
$5.36K ﹤0.01%
150
1422
$5.31K ﹤0.01%
36
1423
$5.31K ﹤0.01%
85
1424
$5.28K ﹤0.01%
32
1425
$5.28K ﹤0.01%
80
55 56
57
58 59