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
1426
$4.26K ﹤0.01%
345
1427
$4.19K ﹤0.01%
3
-1
1428
$4.17K ﹤0.01%
505
-2,438
1429
$4.17K ﹤0.01%
212
+192
1430
$4.15K ﹤0.01%
118
1431
$4.08K ﹤0.01%
54
1432
$4.03K ﹤0.01%
97
1433
$4.03K ﹤0.01%
43
1434
$4K ﹤0.01%
51
1435
$3.99K ﹤0.01%
43
+1
1436
$3.91K ﹤0.01%
29
1437
$3.91K ﹤0.01%
350
1438
$3.9K ﹤0.01%
22
1439
$3.9K ﹤0.01%
92
1440
$3.9K ﹤0.01%
22
1441
$3.87K ﹤0.01%
28
-5
1442
$3.86K ﹤0.01%
196
1443
$3.82K ﹤0.01%
80
-133
1444
$3.82K ﹤0.01%
200
1445
$3.78K ﹤0.01%
21
1446
$3.75K ﹤0.01%
95
1447
$3.73K ﹤0.01%
17
1448
$3.7K ﹤0.01%
343
1449
$3.65K ﹤0.01%
148
+26
1450
$3.65K ﹤0.01%
15
56 57
58
59 60